DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Tenner C Stoe

Boyum Wealth Architects LLCindependent RIABloomington, MnIA-onlyIAPD 6791323

Certified Financial Planner

Feed of 09/14/2026

Also filed as Tenner Stoe

At current firm

0 y

since Oct 29, 2025

In the industry

10 y

since Dec 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Boyum Wealth Architects LLC independent RIA current
since Oct 29, 2025 · Bloomington, Mn
Bernicke Wealth Management independent RIA
Apr 28, 2025 to Oct 20, 2025 · Altoona, Wi
Great Valley Advisor Group, LLC independent RIA
Jan 14, 2022 to Apr 28, 2025 · Woodbury, Mn
Fidelity Personal And Workplace Advisors former
Jul 14, 2020 to Jan 19, 2022 · Oakdale, Mn
U.S. Bancorp Investments, Inc. former
Sep 3, 2019 to May 29, 2020 · Saint Paul, Mn
Edward Jones national BD
Sep 1, 2017 to Jul 23, 2019 · Apple Valley, Mn

Moves

a registration end followed by a registration begin elsewhere

Bernicke Wealth Management to Boyum Wealth Architects LLC
left Oct 20, 2025, registered Oct 29, 2025 (9 days) · RIA to RIA
Great Valley Advisor Group, LLC to Bernicke Wealth Management
left Apr 28, 2025, registered Apr 28, 2025 (0 days) · RIA to a newly registered adviser · moved with a team
Fidelity Personal And Workplace Advisors to Great Valley Advisor Group, LLC
left Jan 19, 2022, registered Jan 14, 2022 (-5 days) · Affiliated broker-dealer or bank to independent RIA
U.S. Bancorp Investments, Inc. to Fidelity Personal And Workplace Advisors
left May 29, 2020, registered Jul 14, 2020 (46 days) · Affiliated broker-dealer or bank to another
Edward Jones to U.S. Bancorp Investments, Inc.
left Jul 23, 2019, registered Sep 3, 2019 (42 days) · Affiliated broker-dealer or bank to another

Signals

Tenner C Stoe left Bernicke Wealth Management for Boyum Wealth Architects Llc (registered 2025-10-29)
Oct 20, 2025 · Advisor changed firm · fact
Tenner C Stoe left Great Valley Advisor Group, Llc for Bernicke Wealth Management (registered 2025-04-28)
Apr 28, 2025 · Advisor changed firm · fact
Tenner C Stoe left Fidelity Personal And Workplace Advisors for Great Valley Advisor Group, Llc (registered 2022-01-14)
Jan 19, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address