Samuel Ludzack
Punch & Associates · Edina, Minnesota
Samuel Ludzack is a fee-only financial advisor at Punch & Associates in Edina, Minnesota, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 7235056 |
| Exams passed | Series 63 (2022) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | punchinvest.com |
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Questions about Samuel
Is Samuel Ludzack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Samuel Ludzack based?
Samuel Ludzack is based in Edina, Minnesota.
What credentials does Samuel Ludzack hold?
Samuel Ludzack holds the CFA credential.
Is Samuel Ludzack registered with the SEC?
Yes. Samuel Ludzack is registered as an investment adviser representative in MN (CRD 7235056), 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 Samuel Ludzack?
Through Samuel'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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