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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aaron Hannack is an investment advisor representative at Punch & Associates Investment Management, Inc. James is a licensed Investment Advisor Representative in Minnesota. James is also a Registered Investment Advisor in Minnesota. James specializes in developing and delivering model portfolios. James has experience working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. James has a strong track record of success in helping clients achieve their financial goals. James has worked in the financial services industry since 2011. James is a graduate of Milwaukee University. James is committed to providing his clients with personalized financial advice and guidance.
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
05/01/2023 - Present
Punch & Associates Investment Management, Inc. (EDINA MN)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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