Stephanie K. Stoup

BOYUM WEALTH ARCHITECTS LLC

BLOOMINGTON, MN 55425

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CRD#: 7272738

Professional summary

Stephanie Kay Stoup, CFP® is a registered financial advisor currently at BOYUM WEALTH ARCHITECTS LLC located in Bloomington, Minnesota.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Stephanie has worked at 3 firms and has passed the Series 65 exam.

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.

As of February 24, 2025, Ms. Stoup is an Advisory Board Member with Twin Cities Film Festival (TCFF), 1633 West End Blvd, St. Louis Park, MN 55416; this is an unpaid position; Ms. Stoup will be active in TCFF events and provide guidance/insights to the TCFF Executive Director; she will spend approximately 1 to 2 hours per month on activities related to TCFF outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Kay Stoup'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 27, 2025 - Present

BOYUM WEALTH ARCHITECTS LLC

Office #1: 3050 Metro Drive Suite 200, Bloomington, MN 55425

RIA

CRD#: 161261

BLOOMINGTON, MN

Past

October 11, 2022 - January 16, 2025

CREATIVE PLANNING

RIA

CRD#: 105348

Minneapolis, MN

Past

July 29, 2020 - October 12, 2022

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

MINNEAPOLIS, 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.

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
(2/27/2025)

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 65

Date: 7/29/2020

Uniform Investment Adviser Law 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.

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Stephanie K. Stoup

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Kay Stoup's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOYUM WEALTH ARCHITECTS LLC

CREATIVE PLANNING

WIPFLI FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

BOYUM WEALTH ARCHITECTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2020

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

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