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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Kiner is a registered Investment Advisor Representative with Punch & Associates Investment Management, Inc., and is located in Edina, MN. Cory holds a Series 65 license. Cory is active in the financial industry since 2003. Cory has previously worked at E.T. Kelly & Associates. Cory specializes in working with charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Punch & Associates Investment Management, Inc. offers a variety of financial advisory services including financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies.
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
07/28/2023 - Present
Punch & Associates Investment Management, Inc. (EDINA MN)
IA
Issued 07/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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