TE
CFP
TE
CFP

Tyler Engbrecht

7 Years of Experience
Bloomington, MN

Tyler Engbrecht is a CFP-designated registered investment advisor at Trumix Advisors, based in Bloomington, MN, with 7 years of industry experience. Tyler 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
154 clients
Average Client Portfolio
$956K average
Assets Under Management
$147.2M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,200

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.

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Tyler Engbrecht

Location

3800 American Boulevard West, Suite 350, Bloomington, MN, 55431

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Trumix Advisors
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Fure Financial Corporation
January 2019 - February 2021 · 2 yrs 1 mo
Flourish Wealth Management INC.
June 2015 - March 2016 · 9 mos
State Registrations4 states
MNTNTXWI
Advisor

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.

Exams
No exam information available for this advisor.
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Tyler Engbrecht