James Aaron Hannack

Employer firm

Punch & Associates Investment Management, Inc. CRD 117962

$2.03B regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Punch & Associates Investment Management, Inc.
  Edina, MN
• 07/2018 → 08/2021
  Great Western Bank
  Sioux Fall, SD
• 05/2018 → 07/2018
  Unemployed
  Milwaukee, WI
• 08/2014 → 05/2018
  Milwaukee University
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-01