Ameriprise Financial Services
47yrs
Top 1% by experience in Edina
6yrs
Patrick Sheldon
Full name on record: Patrick Samuel Sheldon
Financial advisor at Punch & Associates Investment Management
Patrick Sheldon has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Edina, Minnesota. Patrick joined Punch & Associates Investment Management in 2020, a firm offering financial planning, investment management, and private fund management. Punch & Associates Investment Management reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 600 advisors with offices in Edina, and one of 488 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowPunch & Associates Investment Management, Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Punch & Associates Investment Management at (952) 224-4350 and ask for Patrick Sheldon. Patrick works from the Edina, MN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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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