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Advisors / Minnesota / Edina
9yrs

Ryan Punch

Financial advisor at Punch & Associates Investment Management

Ryan Punch has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Edina, Minnesota. Ryan has been with Punch & Associates Investment Management since 2021; before that, Ryan spent three years at Ameriprise Financial Services. Ryan holds the CFP® designation.

One of 600 advisors with offices in Edina, and one of 488 fiduciaries.

Edina, MN 55435CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office7701 France Avenue South #300, Edina, MN 55435
How the firm is paid ?Percent of assets, Flat fee, Performance fee, Other
Typical client at the firm ?$2.62 million
Advisors at the firm17
States licensed ?1 state

Services through Punch & Associates Investment Management

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsNewsletters and publicationsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
  2. 2017 – 2021

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ryan

How do I contact Ryan?

Call Punch & Associates Investment Management at (952) 224-4350 and ask for Ryan Punch. Ryan works from the Edina, MN office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Ryan hold?

Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Punch & Associates Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains, other fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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