Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Punch is a financial advisor with Punch & Associates Investment Management, Inc., based in Edina, MN. Ryan has been in the industry for over 7 years, holding registrations in Minnesota and has earned the designation of a Certified Financial Planner. Ryan has a strong track record of providing financial planning and portfolio management services for a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ryan's expertise is in model portfolio development and delivery.
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
03/30/2021 - Present
Punch & Associates Investment Management, Inc. (EDINA MN)
MN
08/03/2017 - 01/07/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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