James Shannon Knapp
Investment adviser representative at Boyum Wealth Architects LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$564MFirm assets
Are you James Shannon Knapp? 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
14 years in the industry.
- Boyum Wealth Architects, LLCJan 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 4646507
- Firm CRD
- 161261