Richard Warren Stoeckel
Investment adviser representative at Boyum Wealth Architects LLC
11 yearsExperience
1 stateRegistered in
$564MFirm assets
8 yearsFirm in business
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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 LLCDec 2025 to now
- Nylife Securities LLCSep 2024 to Nov 2025
- New York Life Insurance CompanyAug 2024 to Nov 2025
- Antelope Enterprise Holdings, LLCJun 2024 to Jul 2024
- RemotasksDec 2023 to Dec 2025
- J.P. Morgan Securities LLCFeb 2022 to Feb 2024
- JPMorgan Chase Bank, N.A.Feb 2022 to Feb 2024
- Varsity TutorsAug 2021 to Mar 2022
- IdtechApr 2020 to Aug 2020
- Warm ManagementJun 2018 to Aug 2019
- UberFeb 2018 to Aug 2021
- Papa John'sFeb 2018 to Jul 2018
- NextgenvestOct 2017 to Jan 2018
- UnemployedSep 2017 to Sep 2017
- Elsmore Swim ShopOct 2016 to Aug 2017
- Mcdonald'sMar 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7511966
- Firm CRD
- 161261