Boyum Wealth Architects LLC

Scott Schneidermann is a CFP® professional with 19 years of industry experience, currently serving at Boyum Wealth Architects LLC. His prior roles include positions at Strategic Wealth Group Registered Investment Advisors, LPL Financial, and Next Financial Group Inc. Outside of his advisory work, he is involved in real estate rental activities. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment process that integrates technical, tactical, fundamental, and cyclical analysis across a broad range of instruments to meet client objectives.

Shawn Van Winkle is a financial advisor at Boyum Wealth Architects LLC in Bloomington, MN, with seven years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Boyum Wealth Architects, he worked for Principal Securities and Principal Life Insurance for eight years and has experience with the Florida Department of Corrections. Boyum Wealth Architects provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to customize portfolios tailored to client goals, risk tolerance, and time horizon.

Ashley Klemann is a CFP® and holds a Series 65 license, currently serving as an advisor at Boyum Wealth Architects LLC with four years of industry experience. Her prior roles include positions at Creative Planning, LLC, Wipfli Financial Advisors, LLC, and American Family Insurance. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

Tenner Stoe is a CFP® with eight years of industry experience, currently serving as an advisor at Boyum Wealth Architects LLC. His prior roles include positions at Bernicke Wealth Management, Great Valley Advisor Group, LPL Financial, Fidelity Investments, U.S. Bancorp Investments, Edward Jones, and Wells Fargo. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to customize portfolios according to client goals, risk tolerance, and time horizon.

Daniel Swedin is a financial advisor at Boyum Wealth Architects LLC with a Series 66 designation. He has one year of industry experience, having previously worked at RBC Capital Markets, North Star Resource Group, and other organizations in various roles. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and consulting services, employing a combination of technical, tactical, fundamental, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Haris Kopic is a CFP® professional affiliated with Boyum Wealth Architects LLC in Bloomington, MN, with six years of industry experience. He previously worked at Tolleson Private Wealth Management, LP, Mariner Wealth Advisors, and Accredited Investors Wealth Management. He is a shareholder in Tolleson Wealth Management, Inc. but holds no active position or duties there. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Richard Stoeckel is a financial advisor at Boyum Wealth Architects LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and JPMorgan Chase Bank, N.A., among other firms. Outside of his advisory role, he owns and operates an online collectible retail business focused on older video games. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis, customizing portfolios to client goals and risk tolerance while utilizing a broad range of investment instruments.

Gregg Sainsbury is a CFP® professional with 27 years of industry experience, currently serving at Boyum Wealth Architects LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Thrivent. He is also a director of capital at Laughlin Ranch Capital, a private equity firm, where he manages communications with vendors, banks, and investors. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a combination of technical and tactical allocation strategies with fundamental and cyclical analysis, customizing portfolios to client goals and risk tolerance.

Samuel Johnson is a CFP® and ChFC® with five years of experience in financial advisory. He has worked at Boyum Wealth Architects LLC since 2023 and previously was with Paradigm, Strategies in Wealth Management, LLC from 2017 to 2023. His background also includes roles at Village Bank and the University of Minnesota. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with client goals and risk tolerance.

James Knapp is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Boyum Wealth Architects LLC since 2012, working within a team of five advisors in Bloomington, MN. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a customized investment approach combining technical, tactical, fundamental, and cyclical analysis, using a broad range of instruments to address client risk and return objectives.

Christopher Miller is a financial advisor at Boyum Wealth Architects LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Strategic Wealth Group Registered Investment Advisor, and Thrivent Investment Management. Outside of finance, he was involved with Legends Global Merchandise for five years. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm uses a combination of technical and tactical allocation strategies alongside fundamental and cyclical analysis to create customized portfolios aligned with clients’ goals and risk tolerance.

Stephanie Stoup is a CFP® with five years of industry experience, currently serving at Boyum Wealth Architects LLC. She previously worked at Creative Planning, LLC and Wipfli Financial Advisors, LLC. Outside of her advisory role, she serves as an Advisory Board Member for the Twin Cities Film Festival, providing guidance and participating in events. Boyum Wealth Architects LLC offers fee-based investment advisory and financial planning services to individuals, institutions, and business entities. The firm employs a customized investment approach that integrates technical, tactical, fundamental, and cyclical analyses, utilizing a broad range of instruments to meet client objectives.

Tyler Rudek is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Boyum Wealth Architects LLC, where he has worked since 2015. Boyum Wealth Architects LLC provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of technical and tactical allocation strategies along with fundamental and cyclical analysis to create customized portfolios aligned with client goals, risk tolerance, and time horizon.