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Howard Dean Punch

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.·EDINA, Minnesota
Series 7, Series 8, Series 63, Series 65Clean record23 years registeredPUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
7701 FRANCE AVENUE SOUTH, EDINA, MN 55435CRD# 1189430Firm CRD# 117962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Howard Dean Punch · EDINA, MN
Registration
CRD #1189430 · PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Apr 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · April 28, 2003
Years registered · 23
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 Howard Dean Punch offer?
Howard Dean Punch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.
What are Howard Dean Punch's credentials?
Howard Dean Punch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard Dean Punch located?
Howard Dean Punch 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 Howard Dean Punch charge for services?
Howard Dean Punch'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
Cory Stewart Kiner
EDINA, MN
Paul Trueman Dwyer
EDINA, MN
John Claude Carraux
EDINA, MN

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