Ryan Kay, financial advisor Kendallville IN

Ryan Kay

CRD Number: 5672578
Current Firm: Ami Investment Management Inc.
Compensation Model: Fee Only
Ryan Kay (CRD# 5672578) is an Investment Advisor Representative working at Ami Investment Management Inc. in Kendallville, IN and has over 7 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Ami Investment Management Inc. Kendallville, IN Aug 2014 - Current 5
Wells Fargo Advisors Financial Network, LLC Fort Wayne, IN Apr 2012 - Jul 2014 2
Edward Jones St Louis, MO May 2009 - Jan 2012 2
Trinitas Ventures West Lafayette, IN Jan 2009 - May 2009 < 1
Purdue University West Lafayette, IN Aug 2005 - May 2009 3
Lpb Riding Stables Fort Wayne, IN May 2005 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Ryan A. Kay
Phone Number: 260-347-1281
Advisor Website: http://www.AMIinvestment.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    502
    MILLIONS
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $1,857,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, IN, LA, TX

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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