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Khalil Armon Harris

Khalil A. Harris

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT
Edina, MN 55435
Some features on this profile are disabled
CRD#: 7290492
Khalil Armon Harris

Professional summary

Khalil Armon Harris, CFP®, who also goes by Khalil Armon Harris, is a registered financial advisor currently at PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. located in Edina, Minnesota.

Khalil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Khalil has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Khalil Armon Harris

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Khalil Armon Harris'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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

March 19, 2024 - Present

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Office #1: 7701 France Avenue South #300, Edina, MN 55435
RIA
CRD#: 117962
Edina, MN
Past

March 2, 2023 - March 11, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
GOLDEN VALLEY, MN
Past

March 2, 2023 - March 11, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
GOLDEN VALLEY, MN
Past

November 17, 2020 - February 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

October 1, 2020 - February 24, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
P&
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
(3/19/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/6/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/29/2020
Securities Industry Essentials Examination

Current Firm

P&
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)
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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
31

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts540
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.

Company Information

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CRD#: 117962Edina, MN 55435

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