Andrew J. Matysik

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT

Edina, MN 55435

Some features on this profile are disabled

CRD#: 3091321

Professional summary

Andrew John Matysik, who also goes by Andrew J Matysik, is a registered financial advisor currently at PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. located in Edina, Minnesota.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Andrew has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew J Matysik

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 5250 PARTNERS, LLC - INVESTMENT RELATED - EDINA, MN - OWN, MANAGE AND LEASE AN INDUSTRIAL WAREHOUSE - PASSIVE, LIMITED MINORITY INVESTOR AS OF 08/2013 - 0 HRS/MONTH - 0 HRS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew John Matysik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 23, 2014 - Present

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Office #1: 7701 France Avenue South #300, Edina, MN 55435

RIA

CRD#: 117962

Edina, MN

Past

May 21, 2001 - May 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MPLS., MN

Past

August 20, 1998 - May 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

BRIDGEWATER CAPITAL ADVISORS | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | BRIGDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, INC.

CRD#: 117962 / SEC#: 801-61205

RIA

Registered Investment Advisory firm - (5/31/2002 Approved)

Minnesota

Registered Investment Advisory firm - (5/31/2002 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/23/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/1998

General Securities Representative Examination

Current Firm

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

BRIDGEWATER CAPITAL ADVISORS | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | BRIGDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, LLC | BRIDGEWATER CAPITAL ADVISORS, INC.

CRD#: 117962 / SEC#: 801-61205

RIA

Registered Investment Advisory firm - (5/31/2002 Approved)

Minnesota

Registered Investment Advisory firm - (5/31/2002 Cancelled)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7701 France Avenue South #300, Edina, MN 55435

Mailing Address

Phone number

(952) 224-4350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 2,086,855,319

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew J. Matysik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew John Matysik's CRS (Customer Relationship Summary).

Certified licenses

Experience

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/1998

Series 7

Date: 8/17/1998

Current Firm

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors