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Cory Stewart Kiner

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.·EDINA, Minnesota
Series 65Clean record3 years registeredPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
7701 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 7719748Firm CRD# 117962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cory Stewart Kiner · EDINA, MN
Registration
CRD #7719748 · PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Jul 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 28, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD 117962 · SEC 801-61205
AUM
$1.9B
Regulatory assets under management
Employees
28
1,772 client accounts
Services offered by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Cory Stewart Kiner offer?
Cory Stewart Kiner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are Cory Stewart Kiner's credentials?
Cory Stewart Kiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Stewart Kiner located?
Cory Stewart Kiner is based in EDINA, Minnesota, working with PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Cory Stewart Kiner charge for services?
Cory Stewart Kiner's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of aum allocated to our model portfolio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.?
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. has approximately 28 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Jessica Brooke Johnson
EDINA, MN
Nancy (nmn) Caselli
EDINA, MN
Andrew John Matysik
EDINA, MN
Paul Trueman Dwyer
EDINA, MN
John Claude Carraux
EDINA, MN
Howard Dean Punch
EDINA, MN

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