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MA

Michael D. Axel

AMI INVESTMENT MANAGEMENT
KENDALLVILLE, IN 46755
Some features on this profile are disabled
CRD#: 2635329
MA

Professional summary

Michael Duane Axel MR., who also goes by Michael D. Axel, Michael Axel, Mike Axel, is a registered financial advisor currently at AMI INVESTMENT MANAGEMENT INC located in Kendallville, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael D. Axel | Michael Axel | Mike Axel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Parkview Health Systems Board Oak Farm School Board Trine University Board of Trustees Volunteer board member, non investment related, 5 hours per month, none during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Duane Axel MR.'s CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 15, 2000 - Present

AMI INVESTMENT MANAGEMENT INC

Office #1: 710 Krueger St., Kendallville, IN 46755
RIA
CRD#: 106321
KENDALLVILLE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
AMI INVESTMENT MANAGEMENT INC
AMI INVESTMENT MANAGEMENT INC

CRD#: 106321 / SEC#: 801-49335

RIA
Registered Investment Advisory firm - (6/9/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(8/15/2000)
IAR
Texas
(11/7/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/1995
Uniform Investment Adviser Law Examination

Current Firm

AI
AMI INVESTMENT MANAGEMENT INC
AMI INVESTMENT MANAGEMENT INC

CRD#: 106321 / SEC#: 801-49335

RIA
Registered Investment Advisory firm - (6/9/1995 Approved)
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Contact information

Main Address
710 N Krueger Street, Kendallville, IN 46755
Mailing Address
P.o. Box 247, Kendallville, IN 46755
Phone number
(260) 347-1281
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/20/2025)

Regulatory assets under management

Total Number of Accounts711
AUM (Assets Under Management)$ 838,617,157

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMI INVESTMENT MANAGEMENT INC

CRD#: 106321Kendallville, IN 46755

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