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Punnarin K

Series 63

St Paul, MN

Ameriprise

Punnarin Koy is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliates since 1993. Outside of his advisory role, he owns and teaches at the Minnesota Taekwondo Center and serves as Vice President on the board of the Southeast Asian Refugee Community Home. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institution offering a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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