Linnea Akesson (CRD# 7719810) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Punch & Associates Investment Management, Inc. | Edina, MN | Jun 2022 - Current | 1 |
| Extended Travel | Minneapolis, MN | Jan 2022 - Jun 2022 | < 1 |
| Carlson Funds Enterprise | Minneapolis, MN | Nov 2020 - Dec 2021 | 1 |
| University Of Minnesota | Minneapolis, MN | Aug 2018 - Dec 2021 | 3 |
| Punch & Associates Investment Management, Inc. | Edina, MN | Sep 2020 - Aug 2021 | < 1 |
| Unemployed | Minneapolis, MN | Jun 2020 - Aug 2020 | < 1 |
| Carlson School Of Mgmt | Minneapolis, MN | Jun 2019 - Jun 2020 | 1 |
| Lafayette Club | Minnetonka, MN | May 2018 - Aug 2019 | 1 |
| Target | Minnetonka, MN | May 2017 - May 2018 | 1 |
| Full Time Student | Shorewood, MN | Mar 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- MN
-
Total Assets Under Management1,855MILLIONS
-
Total Number of Accounts1,772ACCOUNTS
-
Average Account Value$1,047,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, DC, FL, GA, IL, IN, LA, MA, MI, MN, MT, NC, ND, NV, OH, SC, SD, TX, VA, WA, WI
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