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 seven years of industry experience. He is currently with TruMix Advisors in Bloomington, MN, where he has worked since 2021. Prior to that, he was with Fure Financial Corporation and Wells Fargo Private Bank. TruMix Advisors offers 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 focuses on Modern Portfolio Theory with an emphasis on asset allocation, diversification, and long-term horizons, utilizing both passive and active funds as well as individual securities.
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.