Richard Stoeckel has been an investment adviser representative at Boyum Wealth Architects since January 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.
- Boyum Wealth Architects LLCCurrent– present · under a yearBloomington, MN · Adviser representative · Firm CRD 161261
Investment adviser representative registrations
Richard Stoeckel is registered as an investment adviser representative in Minnesota, since January 2026.
- MinnesotaSince 24 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 May 2022 |
| Series 7TO | General Securities Representative Examination | 5 May 2022 |
| SIE | Securities Industry Essentials Examination | 29 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Richard Warren Stoeckel
- CRD
- 7511966
- Firm
- Boyum Wealth Architects · CRD 161261
- Office
- 3050 METRO DRIVE, SUITE 200, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Richard Stoeckel work?
Richard Stoeckel is an investment adviser representative registered through Boyum Wealth Architects LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Richard Stoeckel a financial advisor?
Yes. Richard Stoeckel has a current investment-adviser registration in Minnesota, through Boyum Wealth Architects since January 2026.
How many years of experience does Richard Stoeckel have?
Richard Stoeckel has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has Richard Stoeckel passed?
Richard Stoeckel has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in March 2022.
Where is Richard Stoeckel based?
Richard Stoeckel’s registered office is in Bloomington, MN.
Is Richard Stoeckel registered with FINRA?
No. Richard Stoeckel has no current broker registration.
How can I verify Richard Stoeckel’s record?
Search CRD 7511966 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Stoeckel’s full registration record.
