Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Dean Punch is a financial advisor with Punch & Associates Investment Management, Inc. based in Edina, Minnesota. Howard has been in the industry since 1983. Howard's firm specializes in providing financial planning, portfolio management for individuals and businesses, and other advisory services. Punch & Associates has a regulatory asset under management of $1,855,474,674. Howard is registered with the state of Minnesota as an Investment Advisor Representative.
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
04/28/2003 - Present
Punch & Associates Investment Management, Inc. (EDINA MN)
NY
09/21/1983 - 02/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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