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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Barkley is a financial advisor at Punch & Associates Investment Management, Inc. in Edina, Minnesota. Andrea has been in the financial services industry for over 18 years. Andrea specializes in working with individuals, businesses, investment companies and pooled investment vehicles. Andrea is also able to provide financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio development and delivery
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
A percentage of aum allocated to our model portfolio
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MN
03/07/2017 - Present
Punch & Associates Investment Management, Inc. (Edina MN)
MN
02/01/2013 - 03/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
01/06/2006 - 01/16/2013
COMMONWEALTH FINANCIAL NETWORK (ELK RIVER MN)
MN
07/12/2005 - 01/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/12/2005 - 01/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
12/24/1998 - 04/26/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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