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Richard Warren Stoeckel

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 2026-01-24
  • MN RA
    APPROVED
    Since 2026-01-24

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
J.P. Morgan Securities Llc Chicago IL 02/2022 02/2024
Jpmorgan Chase Bank, N.A. Chicago IL 02/2022 02/2024
Varsity Tutors Chicago IL 08/2021 03/2022
Uber Chicago IL 02/2018 08/2021
Idtech Chicago IL 04/2020 08/2020
Papa John's Minneapolis MN 02/2018 07/2018
Nextgenvest Chicago IL 10/2017 01/2018
Elsmore Swim Shop Minnetonka MN 10/2016 08/2017
Mcdonald's Saint Louis Park MN 03/2015 11/2016
Warm Management Minneapolis MN 06/2018 08/2019
Unemployed Chicago IL 09/2017 09/2017
Remotasks San Francisco CA 12/2023 12/2025
Antelope Enterprise Holdings, Llc New York NY 06/2024 07/2024
New York Life Insurance Company New York NY 08/2024 11/2025
Nylife Securities Llc New York NY 09/2024 11/2025
Boyum Wealth Architects Llc Bloomington MN 12/2025 Present
  • 02/2022 → 02/2024
    J.P. Morgan Securities Llc
    Chicago, IL
  • 02/2022 → 02/2024
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 08/2021 → 03/2022
    Varsity Tutors
    Chicago, IL
  • 02/2018 → 08/2021
    Uber
    Chicago, IL
  • 04/2020 → 08/2020
    Idtech
    Chicago, IL
  • 02/2018 → 07/2018
    Papa John's
    Minneapolis, MN
  • 10/2017 → 01/2018
    Nextgenvest
    Chicago, IL
  • 10/2016 → 08/2017
    Elsmore Swim Shop
    Minnetonka, MN
  • 03/2015 → 11/2016
    Mcdonald's
    Saint Louis Park, MN
  • 06/2018 → 08/2019
    Warm Management
    Minneapolis, MN
  • 09/2017 → 09/2017
    Unemployed
    Chicago, IL
  • 12/2023 → 12/2025
    Remotasks
    San Francisco, CA
  • 06/2024 → 07/2024
    Antelope Enterprise Holdings, Llc
    New York, NY
  • 08/2024 → 11/2025
    New York Life Insurance Company
    New York, NY
  • 09/2024 → 11/2025
    Nylife Securities Llc
    New York, NY
  • 12/2025 → Present
    Bloomington, MN
Other Businesses

[Rental Property; I own a condo in Chicago which is my former residence. ; 4970 N Marine Drive, Unit 1029, Chicago, IL 60640; Start Date 06/2024; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Maintain books and send brief reminder emails] [The XPExchange: sole proprietorship engaged in the sale of merchandise on eBay.; 2837 Pennsylvania Ave S, Saint Louis Park, MN, 55426; Start Date 08/2025; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Oversee the full operation of sales, sourcing, marketing, and other common startup activities.]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-24
S63 Uniform Securities Agent State Law Examination 2022-05-25
  • S65 Uniform Investment Adviser Law Examination
    2026-01-24
  • S63 Uniform Securities Agent State Law Examination
    2022-05-25
Other Names
  • Rich Warren Stoeckel
  • Richard Warren Stoeckel
  • Richard Stoeckel
  • Richard Warren Stoeckel
  • Richie Stoeckel

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