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3050 Metro Drive Suite 200, Bloomington, MN 55425 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-04 |
Branch Locations
3050 Metro Drive Suite 200, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accredited Investors Wealth Management | Edina | MN | 02/2015 | 02/2021 |
| Mariner Wealth Advisors | Eagan | MN | 02/2021 | 12/2021 |
| Tolleson Private Wealth Management, Lp | Dallas | TX | 12/2021 | 01/2026 |
| Boyum Wealth Architects Llc | Bloomington | MN | 01/2026 | Present |
Name of the other business: Tolleson Wealth Management, Inc; Investment-related; Address: 5550 Preston Road Suite 250 Dallas TX 75205; The nature of the other business: wealth management; Position: Shareholder, no current position or duties. No hours spent on this OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-16 |
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