Heather Rezab
Punch & Associates · Edina, Minnesota
Heather Rezab is a fee-only financial advisor at Punch & Associates in Edina, Minnesota. Punch & Associates reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Punch & Associates |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.03B across 559 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6166324 |
| Exams passed | Series 63 (2014) · Series 65 (2022) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | punchinvest.com |
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Questions about Heather
Is Heather Rezab a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Punch & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Heather Rezab based?
Heather Rezab is based in Edina, Minnesota.
Is Heather Rezab registered with the SEC?
Yes. Heather Rezab is registered as an investment adviser representative in MN (CRD 6166324), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Punch & Associates manage?
Punch & Associates reports $2.03B across 559 accounts in assets under management.
How do I contact Heather Rezab?
Through Heather's website, punchinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Punch & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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