Gregg M. Sainsbury

BOYUM WEALTH ARCHITECTS LLC

BLOOMINGTON, MN 55425

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CRD#: 2775163

Professional summary

Gregg M Sainsbury, CFP®, who also goes by Gregg M Sainsbury, Gregg Matthew Sainsbury, is a registered financial advisor currently at BOYUM WEALTH ARCHITECTS LLC located in Bloomington, Minnesota.

Gregg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gregg has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregg M Sainsbury | Gregg Matthew Sainsbury

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.

Laughlin Ranch Capital; Investment Related; Bullhead City AZ; Private Equity; Director of Capital; Start Date: 10/2023; 20 hours per month devoted; 0 hours devoted during trading hours; duties now include communication with vendors, banks, and investors. I do not actively raise capital any longer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregg M Sainsbury'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: 2001

Experience

Current

June 12, 2025 - Present

BOYUM WEALTH ARCHITECTS LLC

Office #1: 3050 Metro Drive Suite 200, Bloomington, MN 55425

RIA

CRD#: 161261

BLOOMINGTON, MN

Past

July 11, 2017 - October 20, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MENDOTA HTS, MN

Past

July 10, 2017 - October 20, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MENDOTA HTS, MN

Past

November 18, 2013 - June 5, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

LAKE ELMO, MN

Past

March 25, 2013 - June 5, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

LAKE ELMO, MN

Past

January 17, 2012 - March 22, 2013

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

MAPLE GROVE, MN

Past

July 6, 2011 - March 22, 2013

NATIONAL PLANNING CORPORATION

CRD#: 29604

MAPLE GROVE, MN

Past

January 2, 2009 - June 30, 2011

TRIAD ADVISORS LLC

CRD#: 25803

WAYZATA, MN

Past

January 13, 2006 - November 26, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

LAKE ELMO, MN

Past

May 17, 2005 - January 10, 2006

FBL MARKETING SERVICES, LLC

CRD#: 5309

WEST DES MOINES, IA

Past

October 8, 2003 - May 4, 2005

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Past

January 22, 2003 - June 6, 2003

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

GLEN ALLEN, VA

Past

December 19, 2001 - January 9, 2003

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

November 19, 1999 - December 20, 2001

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 20, 1996 - November 15, 1999

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

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".

BOYUM WEALTH ARCHITECTS LLC

BOYUM WEALTH ARCHITECTS LLC | SPANNING GENERATIONS | HERITAGE WEALTH ARCHITECTS, LLC | HERITAGE WEALTH ARCHITECTS, INC. | GAMMA PLANS

CRD#: 161261 / SEC#: 801-112783

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

Minnesota

Registered Investment Advisory firm - (4/11/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/12/2025)

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 65

Date: 7/22/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/7/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/19/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/25/2005

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BOYUM WEALTH ARCHITECTS LLC

BOYUM WEALTH ARCHITECTS LLC | SPANNING GENERATIONS | HERITAGE WEALTH ARCHITECTS, LLC | HERITAGE WEALTH ARCHITECTS, INC. | GAMMA PLANS

CRD#: 161261 / SEC#: 801-112783

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

Minnesota

Registered Investment Advisory firm - (4/11/2018 Terminated)

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Contact information

Main Address

3050 Metro Drive Suite 200, Bloomington, MN 55425

Mailing Address

Phone number

(651) 289-6444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT (6/11/2025)

Regulatory assets under management

Total Number of Accounts	829
AUM (Assets Under Management)	$ 316,247,697

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.

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Advisor Monitoring

Firm Stability Insights

Gregg M. Sainsbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregg M Sainsbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

TRIAD ADVISORS LLC

THRIVENT INVESTMENT MANAGEMENT INC.

FBL MARKETING SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

CAPITOL SECURITIES MANAGEMENT, INC.

SII INVESTMENTS, INC.

FSC SECURITIES CORPORATION

LUTHERAN BROTHERHOOD SECURITIES CORP.

Primary Firm SEC Registration

BOYUM WEALTH ARCHITECTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/1998

Series 63

Date: 9/3/1996

SIE

Date: 10/1/2018

Series 3

Date: 2/7/2003

Series 7

Date: 8/19/1996

Series 26

Date: 7/25/2005

Current Firm

BOYUM WEALTH ARCHITECTS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYUM WEALTH ARCHITECTS LLC

TRUST BUT VERIFY

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