Tyler Jon Engbrecht
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
GTS FINANCIAL | TRUMIX ADVISORS | GTS FINANCIAL, LLC
Contact Information
Main Address
3800 American Boulevard West Suite 350, Bloomington, MN 55431Phone Number
(952) 222-8286# of Employees
6SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
714AUM (Assets Under Management)
$169,917,892Similar Advisors
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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.
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Primary Firm SEC Registration
GTS FINANCIAL | TRUMIX ADVISORS | GTS FINANCIAL, LLC
State Registrations and Notice Filings
(1/6/2021)
(3/26/2021)
(5/10/2021)
(12/19/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Tyler Jon Engbrecht's CRS (Customer Relationship Summary).
Services Offered by Tyler
- Investment Management
- Retirement Planning
- Financial Planning
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