Shawn Patrick Van winkle
Investment adviser representative at Boyum Wealth Architects LLC
11 yearsExperience
1 stateRegistered in
$564MFirm assets
8 yearsFirm in business
Are you Shawn Patrick Van winkle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Boyum Wealth Architects LLCOct 2025 to now
- UnemployedAug 2025 to Oct 2025
- Principal Life InsuranceJun 2017 to Aug 2025
- Principal SecuritiesJun 2017 to Aug 2025
- UnemployedJan 2017 to Jun 2017
- Florida Dept of CorrectionsNov 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Boyum Wealth Architects LLC
$564MAssets managed
454Clients
12Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4112085
- Firm CRD
- 161261