Ashley Klemann has been an investment adviser representative at Boyum Wealth Architects since June 2023, and is not listed among the firm’s executive officers or direct owners.
Boyum Wealth Architects LLC is a Bloomington, MN firm with $564M under management, 454 clients and 9 advisers across 2 offices, as of its April 2026 filing.
Ashley Klemann’s longest registration is the current one, 3 years at Boyum Wealth Architects since 2023. Before joining Boyum Wealth Architects in 2023, Ashley Klemann was registered through Creative Planning and Wipfli Financial Advisors, LLC.
- Boyum Wealth Architects LLCCurrent– present · 3 yearsBloomington, MN · Adviser representative · Firm CRD 161261
- Creative Planning– · under a yearMinneapolis, MN · Adviser representative · Firm CRD 105348
- Wipfli Financial Advisors, LLC– · under a yearMinneapolis, MN · Adviser representative · Firm CRD 109983
Investment adviser representative registrations
Ashley Klemann is registered as an investment adviser representative in Minnesota, since June 2023.
- MinnesotaSince 16 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ashley Grace Klemann
- CRD
- 7355505
- Firm
- Boyum Wealth Architects · CRD 161261
- Office
- 3050 METRO DRIVE, SUITE 200, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Ashley Klemann work?
Ashley Klemann is an investment adviser representative registered through Boyum Wealth Architects LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Klemann a financial advisor?
Yes. Ashley Klemann has a current investment-adviser registration in Minnesota, through Boyum Wealth Architects since June 2023.
How many years of experience does Ashley Klemann have?
Ashley Klemann has 4 years in the financial industry, since December 2021, across 3 adviser firms.
What exams has Ashley Klemann passed?
Ashley Klemann passed the Series 65 in December 2021.
Where did Ashley Klemann work before Boyum Wealth Architects?
Before Boyum Wealth Architects, Ashley Klemann was registered through Creative Planning, October 2022 to June 2023; Wipfli Financial Advisors, LLC, December 2021 to October 2022.
Where is Ashley Klemann based?
Ashley Klemann’s registered office is in Bloomington, MN.
Is Ashley Klemann registered with FINRA?
No. Ashley Klemann has no current broker registration.
How can I verify Ashley Klemann’s record?
Search CRD 7355505 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Klemann’s full registration record.
