Khalil Harris
Investment adviser representative at Punch & Associates Investment Management, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Punch & Associates Investment Management, Inc.Mar 2024 to now
- Thrivent FinancialMar 2023 to Mar 2024
- Thrivent Investment Management Inc.Feb 2023 to Mar 2024
- Ameriprise Financial Services, LLCAug 2020 to Feb 2023
- DoordashMay 2020 to Aug 2020
- Clemson University Dept of ManagementAug 2018 to May 2020
- Pelican's SnoballsMay 2018 to Aug 2018
- Rsh DecorMay 2018 to Aug 2018
- Tgi Friday'sMay 2017 to Jan 2018
- Firehouse SubsAug 2016 to Nov 2016
- Clemson UniversityAug 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7290492
- Firm CRD
- 117962