Shawn Patrick Van Winkle
Professional Summary
Shawn Patrick Van Winkle, who also goes by Shawn Patrick Vanwinkle, is a registered financial advisor currently at BOYUM WEALTH ARCHITECTS LLC located in Bloomington, Minnesota. Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Shawn has worked at 7 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 6 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shawn Patrick Vanwinkle
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
BOYUM WEALTH ARCHITECTS LLC | SPANNING GENERATIONS | HERITAGE WEALTH ARCHITECTS, LLC | HERITAGE WEALTH ARCHITECTS, INC. | GAMMA PLANS
Contact Information
Main Address
3050 Metro Drive Suite 200, Bloomington, MN 55425Phone Number
(651) 289-6444# of Employees
15SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,155AUM (Assets Under Management)
$563,959,565Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BOYUM WEALTH ARCHITECTS LLC | SPANNING GENERATIONS | HERITAGE WEALTH ARCHITECTS, LLC | HERITAGE WEALTH ARCHITECTS, INC. | GAMMA PLANS
State Registrations and Notice Filings
(2/16/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2017About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Shawn Patrick Van Winkle's CRS (Customer Relationship Summary).
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