Lincoln Financial Securities Corporation, based out of Fort Wayne, Indiana, is a reputable regional investment advisory firm with a robust presence in the financial services industry. With over 275 offices, they have established themselves as a trusted partner for over 17,800 individual clients, managing an impressive $3,944,710,000 in assets. As an accomplished investment advisory firm, Lincoln Financial Securities Corporation specializes in providing comprehensive financial solutions, including insurance brokerage services. With their deep expertise and experience, they have become a go-to resource for managing employer 401(k) plans, serving both employers and individuals. In fact, more than 80% of their assets under management are dedicated to 401(k) plans or individual clients. Boasting a talented team of 726 employees, with 386 dedicated to investment advisory services, Lincoln Financial Securities Corporation ensures that each client receives personalized attention and sound financial guidance. Their advisors average around $10,220,000 in assets under management, a testament to their ability to handle substantial portfolios effectively. Among their team of accomplished advisors, Lincoln Financial Securities Corporation counts on the expertise of industry veterans such as Frederick Prelle, John Cozart, and Michael Johnson. With their extensive knowledge and proven track records, these advisors contribute to the firm's strong reputation and client satisfaction. In terms of compensation, Lincoln Financial Securities Corporation offers a variety of options, including a percentage of assets under management, fixed fees, commissions, and even hourly charges. This flexible approach ensures that clients can choose the most suitable compensation structure for their specific needs. Overall, Lincoln Financial Securities Corporation stands as a reliable and experienced partner, dedicated to helping individuals and employers achieve their financial goals through sound investment strategies and exceptional advisory services.

Lincoln Financial Advisors Corporation, headquartered in Fort Wayne, IN, is a prominent regional investment advisory firm with a vast network of 427 offices. With a dedicated team of 1,690 employees, including 986 skilled professionals offering investment advisory services, they excel in managing assets with precision and expertise. Their advisors have an impressive average of approximately $18,970,000 in assets under management per investment advisor. The firm's compensation structure encompasses a wide range of options to suit clients' needs, such as a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions, and performance-based fees. Their comprehensive approach has attracted a significant client base, with over 96,500 individual clients and an impressive $32,602,597,000 in assets under management. Lincoln Financial Advisors Corporation excels in managing diverse portfolios, with over 80% of their assets under management originating from employer 401K plans or individual investors. Their extensive experience in overseeing 401K plans makes them highly qualified to serve both employers and employees seeking optimal retirement solutions. A substantial 25% of the assets they manage are discretionary, reflecting their capacity to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Lincoln Financial Advisors Corporation also operates as an insurance broker or agent, providing comprehensive coverage options to meet clients' risk management needs. The firm takes pride in their team of highly experienced advisors, including longstanding professionals like Amy Brocious, Tom Anselmi, and Joseph Moore, who contribute to the firm's exceptional reputation and client satisfaction.

Vestia Personal Wealth Advisors, based out of Fort Wayne, IN, is a renowned local investment advisory firm. With a total of 23 employees, 15 of whom specialize in investment advisory services, Vestia offers expert financial guidance to a diverse range of clients. Their comprehensive compensation structure includes a percentage of assets under management and performance-based fees. The firm boasts an impressive average of approximately $82.2 million in assets under management per investment advisor, aligning closely with the industry average. Managing over $514 million in assets for more than 1,220 individual clients, Vestia primarily serves high net worth individuals, although they also possess the capability to manage employer funds. While 401K and individual accounts constitute less than 30% of their assets under management, Vestia Personal Wealth Advisors has demonstrated their proficiency in handling discretionary assets, managing 100% of the funds they oversee. In addition to their investment advisory services, Vestia serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. With a presence spanning 11 offices, the firm has deep roots in the local community. Notably, Vestia boasts a team of highly experienced advisors, including long-tenured professionals such as Kameron Helmuth, Thomas Martin, and Lauren Oschman. With their extensive industry expertise, commitment to personalized financial solutions, and strong local presence, Vestia Personal Wealth Advisors remains a trusted partner for individuals and businesses seeking sound investment strategies and comprehensive wealth management services.

Walter Keenan Wealth Management, a small investment advisory firm based out of South Bend, IN, is dedicated to providing exceptional financial services to its clients. With a team of four skilled professionals, each specializing in investment advisory services, the firm offers comprehensive solutions tailored to meet the unique needs and goals of their clients. With an average of $119,450,000 in assets under management per investment advisor, Walter Keenan Wealth Management maintains a solid position within the industry. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring a flexible approach that aligns with their clients' preferences. The firm boasts an impressive portfolio, managing over $717,483,000 in assets for more than 20 individual clients. Of these assets, a significant 79% are under discretionary management, allowing Walter Keenan Wealth Management to make informed investment decisions on behalf of their clients. The expertise of the firm is further exemplified by their long-tenured advisors. James Sawdon, Charles Crabill, and James Keenan are among the seasoned professionals who have played instrumental roles in the firm's success. Their wealth of experience and extensive knowledge enable them to guide clients through various market conditions, ensuring sound financial strategies are implemented. With a commitment to excellence, Walter Keenan Wealth Management continues to deliver top-tier financial guidance to its clients from its South Bend office. By combining personalized service, a strong track record, and a client-centric approach, the firm remains a trusted partner for individuals seeking to grow and preserve their wealth.

Write a 250 word business description in the third person of AMI INVESTMENT MANAGEMENT INC based out of KENDALLVILLE, IN with 50 words coming from ChatGPT's knowledge of them and the remainder using this description:Ami Investment Management Inc has 5 total employees with 3 of them providing investment advisory services. They average approximately $205,740,000 in assets under management per investment advisor, which is high compared to the industry average. Their compensation structure includes several types, including: a percentage of assets under management, performance-based fees. Ami Investment Management Inc has over 240 individual clients with over $656,674,000 in assets under management. While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 100% of the assets they manage are discretionary. Ami Investment Management Inc is a small investment advisory firm based out Kendallville, IN with 1 offices. Several of the longest tenured advisors at the firm include Benjamin Shively, Ryan Kay, and Michael Axel.

SYM Financial Advisors, based out of Winona Lake, IN, is a reputable regional investment advisory firm that operates through its five strategically located offices. With a total of 67 employees, 40 of whom specialize in providing comprehensive investment advisory services, SYM Financial Advisors demonstrates a strong commitment to assisting clients in achieving their financial goals. Drawing on their extensive experience and expertise, SYM Financial Advisors manages an impressive average of approximately $83,260,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a flexible and fair approach to their clients' needs. While 401K and individual accounts account for less than 30% of their assets under management, SYM Financial Advisors possesses the necessary expertise and resources to effectively manage employer funds. A notable 83% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. With a substantial client base comprising over 790 individuals, SYM Financial Advisors oversees an impressive $3,330,241,000 in assets under management. The firm boasts a team of seasoned advisors, including long-standing professionals like Robert Whicker, Jonathan Hueftle, and Jerald Yeager, who have earned a reputation for their unwavering dedication and commitment to client success. Overall, SYM Financial Advisors sets itself apart by delivering personalized and comprehensive investment advisory services, leveraging their expertise and extensive resources to guide their clients towards achieving their financial objectives.

Wealth Advisors Group, a local investment advisory firm based out of Fort Wayne, IN, is a trusted partner for over 750 individual clients seeking comprehensive wealth management solutions. With an impressive $934,064,000 in assets under management, the firm has established itself as a prominent player in the financial services industry. While employer funds constitute a significant portion of their managed assets, Wealth Advisors Group's expertise extends to 401K and individual accounts, which collectively represent less than 30% of their portfolio. The firm's commitment to discretionary management sets them apart, as an exceptional 99% of the assets they oversee are managed at their discretion. With a diverse compensation structure that includes a percentage of assets under management, fixed fees, and hourly charges, Wealth Advisors Group ensures alignment with their clients' unique needs and preferences. Their approach emphasizes transparency and personalized service, ensuring that each client receives tailored financial guidance. The firm boasts a team of 11 dedicated professionals, with 5 of them specializing in providing investment advisory services. Their seasoned team brings a wealth of experience and expertise to the table. Notably, Patrick O Connell, Joseph Dewald, and Mark Vanderhagen are among the longest-tenured advisors at Wealth Advisors Group, further solidifying the firm's reputation as a trusted financial partner. With an impressive average of approximately $186,810,000 in assets under management per investment advisor, Wealth Advisors Group surpasses the industry average, reflecting their commitment to delivering exceptional value and results to their clients. Through their comprehensive range of services, the firm strives to empower individuals and businesses to achieve their financial goals and build long-term wealth.

Dickmeyer Boyce Financial Management, Inc is a reputable investment advisory firm located in Fort Wayne, Indiana. With two offices in the area, they serve a diverse client base in need of expert financial guidance. With a total of eight dedicated employees, seven of whom are experienced investment advisors, Dickmeyer Boyce Financial Management, Inc is committed to delivering top-notch services. The firm boasts an impressive average of approximately $39,250,000 in assets under management per investment advisor. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. While the majority of their assets under management are discretionary, they possess the capability to handle employer funds despite 401K and individual accounts comprising less than 30% of their managed assets. Dickmeyer Boyce Financial Management, Inc primarily caters to high-net-worth individuals, managing a substantial portfolio of assets. They oversee the financial affairs of over 280 individual clients, skillfully handling a staggering $274,758,000 in assets under management. The firm takes pride in the expertise and tenure of its advisors, with Andrew Lanphear, Ian Boyce, and David Dickmeyer among the longest-serving members. With a steadfast commitment to excellence and a focus on personalized financial planning, Dickmeyer Boyce Financial Management, Inc has earned a stellar reputation within the Fort Wayne community. Clients can trust them to navigate the complexities of the investment landscape and provide tailored solutions to help them achieve their financial goals.

Korhorn Financial Group is a reputable regional investment advisory firm headquartered in Granger, IN, serving clients across five offices. With a total of 74 dedicated employees, 34 of whom specialize in providing expert investment advisory services, the firm boasts a strong team of financial professionals. Leveraging their extensive knowledge and experience, they strive to optimize their clients' financial portfolios. The average assets under management per investment advisor at Korhorn Financial Group stand at an impressive $17,450,000, demonstrating their ability to handle significant wealth portfolios. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and client satisfaction. Korhorn Financial Group has established a strong presence in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their expertise in managing such funds has garnered them a noteworthy reputation, further enhancing their credibility in the industry. Boasting a remarkable 98% of discretionary assets under management, Korhorn Financial Group demonstrates their clients' confidence in their ability to make informed investment decisions. With over 1,650 individual clients and an impressive $593,297,000 in assets under management, the firm has solidified its position as a trusted advisor in the financial services industry. The firm is distinguished by its dedicated and experienced team, with renowned advisors such as Amy Masters, Joshua Korhorn, and Joshua Gregory, who have been with the company for an extended period. Their commitment to providing exceptional service and delivering optimal financial outcomes sets Korhorn Financial Group apart as a reliable and trustworthy partner for individuals and organizations seeking sound investment guidance.

Thomas Story And Son LLC is a reputable investment advisory firm based in Plymouth, IN, boasting a single office location. With a dedicated team of two experienced professionals, they specialize in providing top-notch investment advisory services. Each investment advisor at Thomas Story And Son LLC manages an average of $125,990,000 in assets under management, which aligns with the industry average. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, Thomas Story And Son LLC handles 100% of the assets they manage, ensuring full control and flexibility in decision-making. The firm primarily focuses on serving high-net-worth individuals, catering to their unique investment needs and goals. In fact, Thomas Story And Son LLC currently manages assets worth over $251,981,000 for more than 10 individual clients. Boasting a history of tenure and expertise, David Story and Thomas Story have established themselves as some of the longest-serving registered advisors within the firm. Their commitment to providing exceptional advisory services has earned Thomas Story And Son LLC a solid reputation in the industry. With a customer-centric approach and a track record of success, they strive to help their clients achieve their financial objectives and secure their financial future.

Howard Bailey Securities, LLC is a prominent investment advisory firm headquartered in Fort Wayne, IN. With a team of 12 highly skilled professionals, they specialize in providing comprehensive investment advisory services. Each investment advisor at Howard Bailey Securities manages an impressive average of $212,760,000 in assets, surpassing the industry average. The firm's compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees, ensuring flexibility and alignment with clients' needs. Howard Bailey Securities serves a diverse client base of over 2,190 individuals, overseeing a substantial $372,998,000 in assets. Notably, nearly half of their assets under management are sourced from employer 401Ks and individual clients, reflecting their expertise in this domain. A remarkable 96% of the assets entrusted to Howard Bailey Securities are under their discretionary management, demonstrating the high level of trust clients place in their expertise. The firm has built a strong local presence, operating from four strategically located offices. Among their accomplished team, some of the longest-serving advisors include Robert McCoy, Casey Weade, and John Nuechterlein. Howard Bailey Securities, LLC is recognized for its commitment to delivering exceptional service, personalized financial solutions, and prudent investment strategies. With their extensive experience and expertise, the firm stands as a trusted partner in helping clients achieve their financial goals.

CX Institutional, LLC, based out of Auburn, IN, is a highly reputable regional investment advisory firm with a strong presence in the financial industry. With over 2,150 individual clients and an impressive $2,099,990,000 in assets under management, CX Institutional, LLC provides comprehensive investment management services to a diverse range of clients. The firm operates through eight well-established offices strategically located to cater to the needs of their clientele. CX Institutional, LLC specializes in managing assets for high net worth individuals, and approximately half of their assets under management come from employer 401Ks or individual investors. They possess extensive expertise in this space, ensuring their clients receive tailored investment strategies that align with their financial goals. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This approach enables CX Institutional, LLC to accommodate different client preferences and optimize their advisory services. With a team of 88 dedicated professionals, including 57 investment advisors, CX Institutional, LLC demonstrates their commitment to delivering personalized financial guidance. Their advisors boast an impressive average of approximately $36,840,000 in assets under management per advisor, underscoring their expertise in managing substantial portfolios. CX Institutional, LLC takes pride in their experienced team, and notable advisors such as Thomas Kehoe, Thomas Knippa, and Erik Herstad contribute their extensive industry knowledge and tenure to the firm's success. With their unwavering dedication to providing exceptional investment advisory services, CX Institutional, LLC remains a trusted partner for clients seeking comprehensive wealth management solutions.