Tyler J. Engbrecht
TRUMIX ADVISORS
BLOOMINGTON, MN 55431
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CRD#: 4888916
Professional summary
Tyler Jon Engbrecht, CFP® is a registered financial advisor currently at TRUMIX ADVISORS located in Bloomington, Minnesota.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tyler has worked at 3 firms and has passed the Series 7 exam.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Jon Engbrecht's 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®
Start date: 2009
Experience
Current
January 6, 2021 - Present
TRUMIX ADVISORS
Office #1: 3800 American Boulevard West Suite 350, Bloomington, MN 55431RIA
CRD#: 310222
BLOOMINGTON, MN
Past
January 2, 2019 - February 5, 2021
FURE FINANCIAL CORPORATION
RIA
CRD#: 288396
BLOOMINGTON, MN
Past
June 4, 2015 - March 12, 2016
FLOURISH WEALTH MANAGEMENT INC.
RIA
CRD#: 170591
EDINA, MN
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)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(1/6/2021)
IAR
Tennessee(3/26/2021)
IAR
Texas(5/10/2021)
IAR
Wisconsin(12/19/2024)
Exams
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
4
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 736 |
| AUM (Assets Under Management) | $ 147,240,337 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
