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Ashley Grace Klemann

Boyum Wealth Architects LLC

Bloomington, MN

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Current Employers
Boyum Wealth Architects Llc

3050 Metro Drive Suite 200, Bloomington, MN 55425 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-16
  • MN RA
    APPROVED
    Since 2023-06-16

Branch Locations

3050 Metro Drive Suite 200, Bloomington, MN 55425 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wipfli Financial Advisors, Llc Minneapolis MN 02/2021 09/2022
American Family Insurance Eden Prairie MN 06/2017 02/2021
University Of Wisconsin - Madison Madison WI 09/2014 05/2017
Creative Planning, Llc Minneapolis MN 10/2022 06/2023
Boyum Wealth Architects, Inc. Bloomington MN 06/2023 Present
  • 02/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 06/2017 → 02/2021
    American Family Insurance
    Eden Prairie, MN
  • 09/2014 → 05/2017
    University Of Wisconsin - Madison
    Madison, WI
  • 10/2022 → 06/2023
    Creative Planning, Llc
    Minneapolis, MN
  • 06/2023 → Present
    Boyum Wealth Architects, Inc.
    Bloomington, MN
Previous Registrations
  • 2022-10-04 → 2023-06-06
    Creative Planning
    Minneapolis, MN
    Overland Park, KS
  • 2021-12-16 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-16
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16
Designations

View on SEC IAPD

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Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

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