Cory Stewart Kiner
Investment adviser representative at Punch & Associates Investment Management, Inc.
23 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
23 years in the industry.
- Punch & Associates Investment Management, Inc.Nov 2022 to now
- E.T. Kelly & AssociatesOct 2003 to Nov 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7719748
- Firm CRD
- 117962