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Andrew John Matysik

Investment adviser representative at Punch & Associates Investment Management, Inc.
24 yearsExperience
1 stateRegistered in
$2BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Punch & Associates Investment Management, Inc.Jul 2002 to now

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

Registered as an investment adviser representative in 1 state (MN).

Punch & Associates Investment Management, Inc.

$2BAssets managed
562Clients
17Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3091321
Firm CRD
117962
Advisor's SEC record (opens in a new tab)
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