Michelle K. Boyum
Professional summary
Michelle K Boyum, who also goes by Michelle Kay Boyum, Michelle Kay Boyum-johnson Ms., Michelle Kay Boyum-johnson, Michelle Kay Johnson, Michelle Johnson, is a registered financial advisor currently at BENJAMIN F. EDWARDS & COMPANY, INC. located in Peterson, Minnesota.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michelle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle K Boyum's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Michelle K Boyum's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 18, 2024 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
June 18, 2024 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
Office #1: One North Brentwood Blvd, Suite 850, St. Louis, MO 63105Office #2: One North Brentwood Boulevard Suite 850, St. Louis, MO 63105March 10, 2022 - September 8, 2023
BENJAMIN F. EDWARDS & COMPANY, INC.
March 10, 2022 - September 8, 2023
BENJAMIN F. EDWARDS & COMPANY, INC.
September 29, 2017 - March 17, 2022
WELLS FARGO CLEARING SERVICES, LLC
September 29, 2017 - March 17, 2022
WELLS FARGO CLEARING SERVICES, LLC
January 17, 2013 - September 21, 2017
CHARLES SCHWAB & CO., INC.
January 16, 2013 - September 21, 2017
CHARLES SCHWAB & CO., INC.
August 22, 2011 - July 24, 2012
FINTEGRA, LLC
August 16, 2011 - July 24, 2012
FINTEGRA, LLC
August 29, 2006 - December 3, 2010
WELLS FARGO INVESTMENTS, LLC
August 22, 2006 - December 3, 2010
WELLS FARGO INVESTMENTS, LLC
October 27, 2005 - March 3, 2006
WADDELL & REED
September 28, 2005 - March 3, 2006
WADDELL & REED
Primary Firm SEC Registration
BENJAMIN F. EDWARDS & COMPANY, INC.
CRD#: 146936 / SEC#: 801-71421, 8-68023
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/18/2024)
(6/18/2024)
Exams
FINRA
Current Firm
BENJAMIN F. EDWARDS & COMPANY, INC.
CRD#: 146936 / SEC#: 801-71421, 8-68023
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BENJAMIN EDWARDS, INC. | OWNER | |
| BRANDSTADT, TODD HEINRICH | DIRECTOR/DIRECTOR OF BRANCHES | 2631699 |
| EDWARDS, BENJAMIN FRANKLIN | DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES | 6670972 |
| EDWARDS, BENJAMIN FRANKLIN IV | CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT | 1061490 |
| EGGLESTON, BROOKE DANIELLE | DIRECTOR/CHIEF HUMAN RESOURCE OFFICER | 7528898 |
| KELLER, CHRISTOPHER M | DIRECTOR/DIRECTOR OF BUSINESS SERVICES | 4346617 |
| MARTIN, THOMAS HAYDEN JR | DIRECTOR/CHIEF FINANCIAL OFFICER | 1459719 |
| MUCKLER, MATTHEW PAUL | CHIEF COMPLIANCE OFFICER, ADVISORY | 4762147 |
| RUBENSTEIN, DOUGLAS DAVID | DIRECTOR/SENIOR ADVISOR TO THE CHAIRMAN | 1138380 |
| STEVENS, KATELYN CLARE | CHIEF COMPLIANCE OFFICER, BROKERAGE | 5752247 |
| TAYLOR, GWENDOLYN MADISON | DIRECTOR/CHIEF LEGAL COUNSEL | 4812432 |
| WHITING, CHRISTOPHER MARK | DIRECTOR OF FINANCIAL STRATEGIES GROUP | 2242513 |
| WISDOM, BILLY JOE | DIRECTOR/DIRECTOR OF REGULATORY & OVERSIGHT SERVICES | 1810908 |
Regulatory assets under management
| Total Number of Accounts | 49,475 |
| AUM (Assets Under Management) | $ 15,656,482,908 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 01/23/2025 | ||
| 12/20/2023 |
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.
