Stephanie Stoup has been an investment adviser representative at Boyum Wealth Architects since February 2025, 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.
Stephanie Stoup’s longest registration was 2 years at Creative Planning (2022–2025). Before joining Boyum Wealth Architects in 2025, Stephanie Stoup was registered through Creative Planning and Wipfli Financial Advisors, LLC.
- Boyum Wealth Architects LLCCurrent– present · 1 yearBloomington, MN · Adviser representative · Firm CRD 161261
- Creative Planning– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 105348
- Wipfli Financial Advisors, LLC– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 109983
Investment adviser representative registrations
Stephanie Stoup is registered as an investment adviser representative in Minnesota, since February 2025.
- MinnesotaSince 27 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephanie Kay Stoup
- CRD
- 7272738
- Firm
- Boyum Wealth Architects · CRD 161261
- Office
- 3050 METRO DRIVE, SUITE 200, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Stoup work?
Stephanie Stoup is an investment adviser representative registered through Boyum Wealth Architects LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Stoup a financial advisor?
Yes. Stephanie Stoup has a current investment-adviser registration in Minnesota, through Boyum Wealth Architects since February 2025.
How many years of experience does Stephanie Stoup have?
Stephanie Stoup has 6 years in the financial industry, since September 2020, across 3 adviser firms.
What exams has Stephanie Stoup passed?
Stephanie Stoup passed the Series 65 in July 2020.
Where did Stephanie Stoup work before Boyum Wealth Architects?
Before Boyum Wealth Architects, Stephanie Stoup was registered through Creative Planning, October 2022 to January 2025; Wipfli Financial Advisors, LLC, July 2020 to October 2022.
Where is Stephanie Stoup based?
Stephanie Stoup’s registered office is in Bloomington, MN.
Is Stephanie Stoup registered with FINRA?
No. Stephanie Stoup has no current broker registration.
How can I verify Stephanie Stoup’s record?
Search CRD 7272738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Stoup’s full registration record.
