Punch & Associates Investment Management, Inc.

Punch & Associates Investment Management, Inc. (CRD# 117962) is a financial advisory firm headquartered in Edina, MN. They manage $938,090,351 in 1,369 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    938
    MILLION
  • Total Number of Accounts
    1,369
    ACCOUNTS
  • Average Account Value
    $685,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MI, MN, NE, NH, TX, WI

Financial Advisors at Punch & Associates Investment Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Angela J. Pierce
CRD#: 4690281
7701 France Avenue South, #300, Edina, MN 55435
96
Wealthminder
score

Angela Pierce (CRD# 4690281) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 7 years of experience in the finance industry. Angela Pierce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nancy (. Caselli
CRD#: 1754677
7701 France Avenue South, #300, Edina, MN 55435
93
Wealthminder
score

Nancy Caselli (CRD# 1754677) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 18 years of experience in the finance industry.

3
Andrew J. Matysik
CRD#: 3091321
7701 France Avenue South, #300, Edina, MN 55435
93
Wealthminder
score

Andrew Matysik (CRD# 3091321) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 19 years of experience in the finance industry.

4
Howard D. Punch
CRD#: 1189430
3601 W. 76th Street, #225, Edina, MN 55435
93
Wealthminder
score

Howard Punch (CRD# 1189430) is an Investment Advisor Representative working at Punch & Associates Investment Management, Inc. in Edina, MN and has over 33 years of experience in the finance industry.

5
John C. Carraux
CRD#: 6179709
7701 France Avenue South, #300, Edina, MN 55435
90
Wealthminder
score

John Carraux (CRD# 6179709) 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.

6
Kevin R. Worms-Lynch
CRD#: 6288373
7701 France Avenue South, #300, Edina, MN 55435
87
Wealthminder
score

Kevin Worms-Lynch (CRD# 6288373) 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.