linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Stephen Punch

Gradient Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Stephen Punch

Robert Stephen Punch is a Registered Investment Advisor (IA) with Gradient Investments, LLC. Robert is also a licensed agent. Gradient Investments, LLC has approximately 5.3 billion dollars of regulatory assets under management. Robert has been a registered IA for over 10 years. Robert has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Gradient Investments, LLC serves individuals and corporations. The firm manages both discretionary and non-discretionary accounts.

Firm Information

Robert Punch is currently registered with Gradient Investments, LLC. Gradient Investments, LLC is an investment advisor headquartered in Arden Hills, Minnesota. The firm provides portfolio management services for individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Gradient Investments, LLC has approximately $5.3 billion in regulatory assets under management.
Gradient Investments, LLC

4105 LEXINGTON AVENUE NORTH

ARDEN HILLS, MN 55126

$5.27B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Punch’s Registration & Firm History

MN

01/05/2023 - Present

Gradient Investments, LLC (ARDEN HILLS MN)

MN

11/21/2012 - 05/23/2018

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

04/04/2012 - 10/09/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

Not sure if Robert Stephen Punch is right for you?

Licenses & Designations

IA

Issued 10/05/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Stephen Punch.
Not sure if Robert Stephen Punch is right for you?