Heather Rezab
Investment adviser representative at Punch & Associates Investment Management, Inc.
13 yearsExperience
1 stateRegistered in
$2BFirm assets
24 yearsFirm in business
Are you Heather Rezab? Claim your profile
Contact this firm
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
13 years in the industry.
- Punch & Associates Investment Management, Inc.Aug 2025 to now
- Stifel, Nicolaus & Company, IncorporatedSep 2023 to Aug 2025
- Wells Fargo Advisors Financial Network, LLCMar 2022 to Sep 2023
- The Villa At St. Louis ParkNov 2018 to Apr 2019
- Larson Financial Group, LLCJul 2017 to Mar 2022
- Larson Financial Securities, LLCJul 2017 to Mar 2022
- State FarmFeb 2017 to Jun 2017
- Stifel NicoloausFeb 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
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
- 6166324
- Firm CRD
- 117962