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SV

Shawn P. Van Winkle

BOYUM WEALTH ARCHITECTS LLC
BLOOMINGTON, MN 55425
Some features on this profile are disabled
CRD#: 4112085
SV

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shawn Patrick Vanwinkle

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 Shawn Patrick Van Winkle'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®
None

Experience

Current

February 16, 2026 - Present

BOYUM WEALTH ARCHITECTS LLC

Office #1: 3050 Metro Drive Suite 200, Bloomington, MN 55425
RIA
CRD#: 161261
BLOOMINGTON, MN
Past

July 17, 2017 - March 8, 2022

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
OMAHA, NE
Past

March 1, 2005 - December 5, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 1, 2005 - December 5, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

February 11, 2004 - February 15, 2005

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

December 2, 2003 - January 27, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 27, 2003 - September 9, 2003

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA

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".
BW
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)

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
(2/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/14/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/17/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/17/2017
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2003
General Securities Representative Examination

Current Firm

BW
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
6

SEC notice filing (11 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

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

Regulatory assets under management

Total Number of Accounts829
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.

Company Information

BOYUM WEALTH ARCHITECTS LLC

CRD#: 161261Bloomington, MN 55425

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