Kevin J. O`laughlin

TRUMIX ADVISORS

BLOOMINGTON, MN 55431

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CRD#: 3268493

Professional summary

Kevin James O`laughlin, CFP®, who also goes by Kevin James Olaughlin, is a registered financial advisor currently at TRUMIX ADVISORS located in Bloomington, Minnesota.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kevin has worked at 7 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin James Olaughlin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin James O`laughlin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

October 9, 2024 - Present

TRUMIX ADVISORS

Office #1: 3800 American Boulevard West Suite 350, Bloomington, MN 55431

RIA

CRD#: 310222

BLOOMINGTON, MN

Past

March 17, 2017 - October 3, 2024

CAHILL FINANCIAL ADVISORS, INC.

RIA

CRD#: 109890

EDINA, MN

Past

March 10, 2016 - February 15, 2018

GEN FINANCIAL MANAGEMENT INC.

RIA

CRD#: 110179

PLYMOUTH, MN

Past

January 22, 2014 - June 27, 2014

AFFIANCE FINANCIAL LLC

RIA

CRD#: 113200

ST. LOUIS PARK, MN

Past

January 8, 2014 - August 15, 2014

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ST LOUIS PARK, MN

Past

December 15, 2010 - August 15, 2014

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ST LOUIS PARK, MN

Past

August 17, 2004 - May 25, 2005

TCF INVESTMENTS, INC.

CRD#: 34954

MINNEAPOLIS, MN

Past

September 15, 1999 - October 17, 2002

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUMIX ADVISORS

GTS FINANCIAL | TRUMIX ADVISORS | GTS FINANCIAL, LLC

CRD#: 310222 / SEC#: 801-129885

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Minnesota

Registered Investment Advisory firm - (4/16/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (4/16/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/16/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(10/9/2024)

IAR

Texas
(10/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/11/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/7/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/2010

General Securities Representative Examination

Current Firm

TRUMIX ADVISORS

GTS FINANCIAL | TRUMIX ADVISORS | GTS FINANCIAL, LLC

CRD#: 310222 / SEC#: 801-129885

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Minnesota

Registered Investment Advisory firm - (4/16/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (4/16/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/16/2024 Terminated)

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Contact information

Main Address

3800 American Boulevard West Suite 350, Bloomington, MN 55431

Mailing Address

Phone number

(952) 222-8286

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/14/2025)

Regulatory assets under management

Total Number of Accounts	736
AUM (Assets Under Management)	$ 147,240,337

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kevin J. O`laughlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin James O`laughlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAHILL FINANCIAL ADVISORS, INC.

GEN FINANCIAL MANAGEMENT INC.

AFFIANCE FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

TCF INVESTMENTS, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

TRUMIX ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 1/11/2011

Series 65

Date: 10/7/2005

Series 7

Date: 12/14/2010

Current Firm

TRUMIX ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUMIX ADVISORS

TRUST BUT VERIFY

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