Kevin O`laughlin is a registered investment advisor at Trumix Advisors, based in Bloomington, MN, with 10 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 154 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TruMix Advisors offers investment management services. The fee for this service is an ongoing monthly fee, starting at $600 per month, based on the complexity and needs of the client. The fee may be negotiable. For clients utilizing investment management services, ongoing comprehensive financial planning is included at no additional charge.
Location
3800 American Boulevard West, Suite 350, Bloomington, MN, 55431
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trumix Advisors
Previous Registrations
Cahill Financial Advisors, INC.
Gen Financial Management INC.
Affiance Financial LLC
Cetera Advisor Networks LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.