Haris Kopic has been an investment adviser representative at Boyum Wealth Architects since February 2026, 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.
Haris Kopic’s longest registration was 4 years at Tolleson Private Wealth Management (2022–2026). Before joining Boyum Wealth Architects in 2026, Haris Kopic was registered through Tolleson Private Wealth Management and Mariner Wealth Advisors.
- Boyum Wealth Architects LLCCurrent– present · under a yearBloomington, MN · Adviser representative · Firm CRD 161261
- Tolleson Private Wealth Management– · 4 yearsDallas, TX · Adviser representative · Firm CRD 111838
- Mariner Wealth Advisors– · under a yearEagan, MN · Adviser representative · Firm CRD 140195
- Wealth Enhancement Advisory Services, LLC– · 1 yearPlymouth, MN · Adviser representative · Firm CRD 116407
Investment adviser representative registrations
Haris Kopic is registered as an investment adviser representative in Minnesota, since February 2026.
- MinnesotaSince 4 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 June 2013 |
| Series 7 | General Securities Representative Examination | 29 May 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 April 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 March 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 5752238
- Firm
- Boyum Wealth Architects · CRD 161261
- Office
- 3050 METRO DRIVE, SUITE 200, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Haris Kopic work?
Haris Kopic is an investment adviser representative registered through Boyum Wealth Architects LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Haris Kopic a financial advisor?
Yes. Haris Kopic has a current investment-adviser registration in Minnesota, through Boyum Wealth Architects since February 2026.
How many years of experience does Haris Kopic have?
Haris Kopic has 7 years in the financial industry, since August 2019, across 4 adviser firms.
What exams has Haris Kopic passed?
Haris Kopic has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in March 2010. FINRA credited Haris Kopic with the SIE, which began in October 2018.
Where did Haris Kopic work before Boyum Wealth Architects?
Before Boyum Wealth Architects, Haris Kopic was registered through Tolleson Private Wealth Management, January 2022 to January 2026; Mariner Wealth Advisors, February 2021 to December 2021; Wealth Enhancement Advisory Services, LLC, June 2013 to February 2015.
Where is Haris Kopic based?
Haris Kopic’s registered office is in Bloomington, MN.
Is Haris Kopic registered with FINRA?
No. Haris Kopic has no current broker registration.
How can I verify Haris Kopic’s record?
Search CRD 5752238 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Haris Kopic’s full registration record.
