Robert
Punch
Gradient Investments, LLC
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About this Advisor
Robert Punch is a financial advisor based in Saint Paul, Minnesota, working with Gradient Investments, LLC. Robert has previously held positions at Thrivent Financial For Lutherans, Thrivent Investment Management Inc, and Gradient Investments, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Robert is part of Gradient Investments, LLC, which operates out of Saint Paul, Minnesota. The firm has 39 employees and manages assets totaling $5.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Gradient Investments, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Investments, LLC Brokerage Details
$5,268,163,746
39
56,752
$92,828
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Robert Punch Work History
Gradient Investments, LLC
Gradient Investments, LLC
Thrivent Financial For Lutherans
Thrivent Investment Management Inc
Disclosures
Please visit the SEC profile of Robert Punch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gradient Investments, LLC
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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Durham, NC
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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