Scott L. Schneidermann

CRD#: 5240920

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Lee Schneidermann, CFP®, who also goes by Scott Schneidermann, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 2006. Scott had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Estate Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Aliases

Scott Schneidermann

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2014

Experience

Past

June 10, 2025 - June 2, 2026

BOYUM WEALTH ARCHITECTS LLC

RIA

CRD#: 161261

Arden Hills, MN

Past

April 26, 2017 - May 28, 2025

STRATEGIC WEALTH GROUP

RIA

CRD#: 284430

Arden Hills, MN

Past

April 7, 2017 - June 3, 2025

LPL FINANCIAL LLC

CRD#: 6413

ARDEN HILLS, MN

Past

November 23, 2010 - April 10, 2017

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

MAPLE GROVE, MN

Past

November 15, 2010 - April 10, 2017

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

MAPLE GROVE, MN

Past

September 7, 2007 - November 16, 2010

EDWARD JONES

RIA

CRD#: 250

BROOKLYN PARK, MN

Past

December 14, 2006 - November 16, 2010

EDWARD JONES

CRD#: 250

BROOKLYN PARK, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 12/28/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2006

General Securities Representative 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Scott L. Schneidermann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STRATEGIC WEALTH GROUP

LPL FINANCIAL LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

BOYUM WEALTH ARCHITECTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2006

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

Contact information

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