Patrick Sheldon
Punch & Associates · Edina, Minnesota
Patrick Sheldon 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 7291321 |
| Exams passed | Series 65 (2020) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | punchinvest.com |
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Questions about Patrick
Is Patrick Sheldon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick's firm, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Patrick Sheldon based?
Patrick Sheldon is based in Edina, Minnesota.
Is Patrick Sheldon registered with the SEC?
Yes. Patrick Sheldon is registered as an investment adviser representative in MN (CRD 7291321), 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 Patrick Sheldon?
Through Patrick'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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