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Asset Management Strategies, Inc. CRD 135173
$220M regulatory AUM 2,110 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
450 E. 96Th Street Suite 500, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-12-16 |
Branch Locations
100 Saw Mill Road Suite 3300, Lafayette, IN 47905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Romney | IN | 02/2012 | Present |
| Waddell & Reed Inc | Indianapolis | IN | 02/2012 | 10/2017 |
| Industrial Federal Credit Union | Lafayette | IN | 06/2015 | Present |
| Integrity Brokerage Services, Inc. | Oceanside | CA | 10/2017 | Present |
02/2012-PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, ROMNEY, IN, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 06/2015-PRESENT, INDUSTRIAL FEDERAL CREDIT UNION, LAFAYETTE, IN, NON-INVESTMENT RELATED, FEDERAL CREDIT UNION, BOARD MEMBER, 8 HRS/MO, 0 HRS DURING SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
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