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Ashley Grace Klemann

Investment Adviser Representative at BOYUM WEALTH ARCHITECTS LLC

Bloomington, MNCRD #7355505Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ashley Grace Klemann has worked in the securities industry since 2021. They are registered to provide investment advisory services in Minnesota.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Minnesota
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/16/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Boyum Wealth Architects LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BOYUM WEALTH ARCHITECTS LLCCurrent
6/16/2023Bloomington, MN
CREATIVE PLANNING
10/4/20226/6/2023Minneapolis, MN
WIPFLI FINANCIAL ADVISORS, LLC
12/16/202110/12/2022Minneapolis, MN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BOYUM WEALTH ARCHITECTS LLC

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View BOYUM WEALTH ARCHITECTS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ashley Grace Klemann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.