Trumix Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TruMix Advisors works with individuals (including high‑net‑worth clients), retirement plans, trusts, charitable organizations, and businesses to provide discretionary investment management, ongoing comprehensive financial planning, project‑based planning, and SIMPLE IRA plan services. The firm also offers oversight of held‑away accounts through a third‑party trading and management platform rather than by accepting client account login credentials.
The adviser’s investment approach is grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, a mix of passive and active funds, and a long‑term horizon; TruMix may also construct portfolios using ESG and other values‑based screens when requested. Investment policy statements are used to tailor portfolios to client goals and risk tolerance, accounts are managed on a discretionary basis, and portfolios are monitored and rebalanced regularly.
Noteworthy operational features include a small, supported team of three advisors managing roughly $170 million across about 170 clients, and the inclusion of ongoing comprehensive financial planning for managed clients as part of the firm’s service model. The brochure also notes dedicated SIMPLE IRA participant and plan sponsor services, the use of multiple custodians (including digital‑first and traditional providers) to match client needs, and no disclosed disciplinary events or related‑party conflicts.
Client services
Expertise
Fee options
$1,200 to $10,000 (fixed fee for project-based financial planning, negotiable in certain cases)
$300 per hour (negotiable in certain cases)
Starting at $600 per month, billed monthly in arrears (ongoing comprehensive financial planning and investment management services), fees may be negotiable
Main office
3800 American Boulevard West, Suite 350
Bloomington MN 55431
Advisors at this office
3
Most active in
Minnesota · Tennessee · Texas · Wisconsin
Also doing business as
Gts Financial · Gts Financial, LLC · Trumix Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Grant M
CFP®, Series 66
Bloomington, MN
Trumix Advisors
Grant Meyer is a CFP® professional with 12 years of experience in financial advising. He is currently with TruMix Advisors in Bloomington, MN, and has previously worked at GTS Financial, Fure Financial Corporation, and Commonwealth Financial Network. TruMix Advisors provides discretionary investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and corporate plan sponsors. The firm emphasizes a Modern Portfolio Theory approach, combining passive and active funds while incorporating ESG considerations and individualized risk tolerances.
Tyler E
CFP®
Bloomington, MN
Trumix Advisors
Tyler Engbrecht is a CFP® professional with eight years of industry experience. He is currently with TruMix Advisors in Bloomington, MN, and previously worked at GTS Financial, Fure Financial Corporation, and Wells Fargo Private Bank. TruMix Advisors serves individuals, retirement plans, trusts, charitable organizations, and businesses, providing discretionary investment management and comprehensive financial planning. The firm applies Modern Portfolio Theory with a combination of passive and active funds, offers ESG and values-based portfolio options, and manages approximately $170 million across a small team.
Kevin O
Series 63, Series 65
Bloomington, MN
Trumix Advisors
Kevin O’Laughlin is a financial advisor with TruMix Advisors in Bloomington, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Cahill Financial Advisors, Inc. for seven years and Gen Financial Management, Inc. for three years. TruMix Advisors provides discretionary investment management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and corporate plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term horizon using a blend of passive and active funds and individual securities.
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