Haris Kopic
Investment adviser representative at Boyum Wealth Architects LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$564MFirm assets
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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 LLCJan 2026 to now
- Tolleson Private Wealth Management, LPDec 2021 to Jan 2026
- Mariner Wealth AdvisorsFeb 2021 to Dec 2021
- Accredited Investors Wealth ManagementFeb 2015 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
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
- 5752238
- Firm CRD
- 161261