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Current Employers
Punch & Associates Investment Management, Inc.

7701 France Avenue South #300, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-05-01
  • MN RA
    APPROVED
    Since 2023-05-01

Branch Locations

7701 France Avenue South #300, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Punch & Associates Investment Management, Inc. Edina MN 09/2021 Present
Great Western Bank Sioux Fall SD 07/2018 08/2021
Unemployed Milwaukee WI 05/2018 07/2018
Milwaukee University Milwaukee WI 08/2014 05/2018
  • 09/2021 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-01
  • S65 Uniform Investment Adviser Law Examination
    2023-05-01

View on SEC IAPD

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