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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Punch & Associates Investment Management, Inc. financial advisors in Edina, MN

Every SEC-registered investment adviser representative at a Punch & Associates Investment Management, Inc. office in Edina, A to Z.

The short answer

16 registered advisors work at Punch & Associates Investment Management, Inc. in Edina, out of 16 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Punch & Associates Investment Management, Inc. advisors in Edina, A to Z

Every Punch & Associates Investment Management, Inc. advisor →

Punch & Associates Investment Management, Inc. advisors in every city and state →Punch & Associates Investment Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Edina

All Edina advisors →

Ameriprise Financial Services, LLC 154RBC Capital Markets, LLC 40LPL Financial LLC 34Cetera Investment Advisers LLC 29Robert W. Baird & Co. Incorporated 26Charles Schwab & Co., Inc. 24Strategic Advisers LLC 21Tradition Wealth Management LLC 20Schwab Wealth Advisory, Inc. 15Osaic Wealth, Inc. 14Valic Financial Advisors, Inc. 14Eagle Strategies LLC 10

Questions

How many financial advisors does Punch & Associates Investment Management, Inc. have in Edina?

16 investment adviser representatives are registered at Punch & Associates Investment Management, Inc. offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Punch & Associates Investment Management, Inc. one of the largest advisor employers in Edina?

Punch & Associates Investment Management, Inc. ranks number 9 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 154.

How do I check a Punch & Associates Investment Management, Inc. advisor in Edina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Punch & Associates Investment Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.