Kevin Worms-Lynch
Punch & Associates · Edina, Minnesota
Kevin Worms-Lynch 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 6288373 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | punchinvest.com |
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Questions about Kevin
Is Kevin Worms-Lynch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Kevin Worms-Lynch based?
Kevin Worms-Lynch is based in Edina, Minnesota.
Is Kevin Worms-Lynch registered with the SEC?
Yes. Kevin Worms-Lynch is registered as an investment adviser representative in MN (CRD 6288373), 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 Kevin Worms-Lynch?
Through Kevin'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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