Stephanie Kay Stoup

Employer firm

Boyum Wealth Architects LLC CRD 161261

$564M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 09/2022
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
• 05/2019 → 05/2020
  Wipfli Financial Advisors, Llc
  Minneapolis, MN
• 09/2016 → 05/2020
  University Of Wisconsin - Madison
  Madison, WI
• 10/2022 → 02/2025
  Creative Planning, Llc
  Minneapolis, MN
• 02/2025 → Present
  Boyum Wealth Architects, Inc.
  Bloomington, MN

Previous Registrations

• 2022-10-11 → 2025-01-16
  Creative Planning
  Overland Park, KS
  Minneapolis, MN
• 2020-07-29 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-29

Designations

• Certified Financial Planner