Samuel C Ludzack
Investment adviser representative at Punch & Associates Investment Management, Inc.
17 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
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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
17 years in the industry.
- Punch & Associates Investment Management, Inc.Dec 2024 to now
- Eric OrthAug 2023 to Dec 2024
- Jarrett P YehlenJun 2023 to Dec 2024
- John OsullivanOct 2022 to Dec 2024
- Northwestern Mutual Wealth Management CompanyAug 2022 to Dec 2024
- Joshua OertliDec 2021 to Dec 2024
- Northwestern Mutual Investment Services LLCJul 2021 to Dec 2024
- Mark HeurungApr 2021 to Dec 2021
- Northwestern Mutual Life Insurance CompanyJun 2020 to Apr 2021
- Shakopee Public SchoolsJan 2019 to May 2021
- Stonebrooke Golf CourseJun 2016 to Aug 2020
- StudentAug 2009 to May 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State 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
- 7235056
- Firm CRD
- 117962