James Knapp has been Member/President/CEO/Secretary/Treasurer/Chief Compliance Officer of Boyum Wealth Architects since January 2012, is a control person of the firm and directly owns between 50% and 75% of it. James Knapp holds a Bachelor of Arts in Business Management from Luther College.
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.
James Knapp is Managing Partner and Chief Wealth Architect of Boyum Wealth Architects, where he leads the team. He advises executives, small business owners, and high net-worth individuals on tax planning, compensation, and buying, growing or selling their businesses. Earlier in his career, he led a franchise for a large financial planning firm.
- Boyum Wealth Architects LLCCurrent– present · 12 yearsBloomington, MN · Adviser representative · Firm CRD 161261
Professional designations
Listed by Boyum Wealth Architects
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
James Knapp is registered as an investment adviser representative in 2 states. The first approvals date from November 2013; the most recent is Texas, in March 2025.
- MinnesotaSince 12 November 2013
- TexasSince 5 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 June 2003 |
| Series 7 | General Securities Representative Examination | 29 May 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Shannon Knapp
- CRD
- 4646507
- Firm
- Boyum Wealth Architects · CRD 161261
- Role
- Member/President/CEO/Secretary/Treasurer/Chief Compliance Officer
- Office
- 3050 METRO DRIVE, SUITE 200, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myboyum.com
Where does James Knapp work?
James Knapp has been Member/President/CEO/Secretary/Treasurer/Chief Compliance Officer of Boyum Wealth Architects LLC since January 2012, and is a control person of the firm.
Is James Knapp a financial advisor?
Yes. James Knapp has a current investment-adviser registration in Minnesota and Texas, through Boyum Wealth Architects since November 2013.
How many years of experience does James Knapp have?
James Knapp has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has James Knapp passed?
James Knapp has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2003.
Where is James Knapp based?
James Knapp’s registered office is in Bloomington, MN.
Is James Knapp registered with FINRA?
No. James Knapp has no current broker registration.
Is James Knapp a CFP?
Boyum Wealth Architects lists James Knapp with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify James Knapp’s record?
Search CRD 4646507 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Knapp’s full registration record.
