Heather Rezab
Financial advisor at Punch & Associates Investment Management, Inc. · Edina, MN
Last updated 2026-10-10
Claim your profileHeather Rezab is a financial advisor at Punch & Associates Investment Management, Inc. in Edina, MN, CRD 6166324. Licenses and exams on the registration: Series 63, Series 65. First registered 2022-10-28.
Registration
- CRD number
- 6166324
- Registration status
- Active
- First registered
- 2022-10-28
- Years of experience
- 13
- States registered
- MN
Licenses and exams
- Series 63
- Series 65
Work history
- 2013-02 to 2017-02 · Stifel Nicoloaus · Golden Valley, MN
- 2017-02 to 2017-06 · State Farm · Plymouth, MN
- 2017-07 to 2022-03 · Larson Financial Group, LLC · St. Louis Park, MN
- 2017-07 to 2022-03 · Larson Financial Securities, LLC · St. Louis Park, MN
- 2022-03 to 2023-09 · Wells Fargo Advisors Financial Network, LLC · Plymouth, MN
- 2018-11 to 2019-04 · The Villa At St. Louis Park · St. Louis Park, MN
- 2023-09 to 2025-08 · Stifel, Nicolaus & Company, Incorporated · Golden Valley, MN
- 2025-08 to Present · Punch & Associates Investment Management, Inc. · Edina, MN
Current employment
- Punch & Associates Investment Management, Inc. · Edina, MN
Punch & Associates Investment Management, Inc.
- Regulatory AUM
- $2,026,865,282
- Registered advisors
- 17
- Offices
- 3
- Clients per advisor
- 33.1 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 59.3% (High)
Punch & Associates Investment Management, Inc.: advisors, services and reported ETF investments
Reported ETF positions
Punch & Associates Investment reports 13 ETF positions worth $14.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $7.9M |
| AMLP — Alerian MLP ETF | $3.6M |
| IWV — iShares Russell 3000 Fund | $2.4M |
| IWC — iShares Microcap ETF | $79.6K |
| IWM — iShares Russell 2000 Index Fund | $55.6K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Punch & Associates Investment's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $44.2K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $44.2K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IXUS — iShares Core MSCI Total International Stock ETF | $4K | Top 97.9% | Residual alpha +0.57% · Residual Sharpe 0.03 |
| Diversification Benefits | AMLP — Alerian MLP ETF | $3.6M | Top 91.7% | Replicability (R²) 69.5% · Residual Sharpe 0.01 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Punch & Associates Investment Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Adviser to Any Private Fund
Location
7701 France Avenue South, Edina, MN 55435
15 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (952) 224-4350
- Website: punchinvest.com
Official record
Are you Heather Rezab?
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