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HK

Haris Kopic

BOYUM WEALTH ARCHITECTS LLC
BLOOMINGTON, MN 55425
Some features on this profile are disabled
CRD#: 5752238
HK

Professional summary

Haris Kopic, CFP® is a registered financial advisor currently at BOYUM WEALTH ARCHITECTS LLC located in Bloomington, Minnesota.

Haris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Haris has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Haris Kopic'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

Experience

Current

February 4, 2026 - Present

BOYUM WEALTH ARCHITECTS LLC

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

January 20, 2022 - January 27, 2026

TOLLESON PRIVATE WEALTH MANAGEMENT

RIA
CRD#: 111838
DALLAS, TX
Past

February 19, 2021 - December 23, 2021

MARINER WEALTH

RIA
CRD#: 140195
EAGAN, MN
Past

June 24, 2013 - February 2, 2015

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
PLYMOUTH, MN
Past

April 14, 2011 - February 2, 2015

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
PLYMOUTH, MN
Past

April 13, 2011 - February 10, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
PLYMOUTH, MN
Past

April 28, 2010 - March 31, 2011

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
CHANHASSEN, 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".
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
(2/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/21/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/16/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/10/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/29/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/27/2010
Investment Company Products/Variable Contracts 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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