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TruMix Advisors Privacy Policy

TruMix Advisors Form ADV Part 1 2025

TruMix Advisors For ADV Part 2 2025

TruMix Advisors Form CRS 2025


TruMix Privacy Policy 2024

TruMix Form ADV Part 1

TruMix Form ADV Part 2

TruMix Form CRS

TruMix Transparent Fee FAQ (4/2024)

TruMix Transparent Fee FAQ (1/2025)

GTS Privacy Policy 01-01-2023

GTS Form ADV Part 1

GTS Form ADV Part 2


2024 Flourish Cash Instructions


GTS Form ADV Part 1  (4/23)

GTS Form ADV Part 2 (4/23)


GTS Transparent Fee FAQ's

GTS Privacy Policy 01-01-2022

GTS ADV Part 2 (Annual update 03/30/2022)

GTS ADV (Annual update 03/31/2022)


GTS ADV (update 4/29)


GTS ADV Part 2 (update 2/26)


GTS Privacy Policy 1-06-2021


GTS ADV


GTS Form Part 2


GTS Transparent Fee FAQs


GTS ADV (update 8/26/21)


GTS ADV Part 2 (update 8/26/21)


2021 Performance Report Guide


What Should I Consider Before I Retire - ValPak


GTS Financial - I Bond Buying Guide


Dealing With High Inflation Checklist

2022 Performance Report Guide

MarketWatch - Financial Face-Off CD vs. high-yield savings accounts 5-4-2023


2023 Performance Report Guide

2024 Annual Summary Guide

2024 Cash Management and Debt Management Presentation


Sierra's Test Document 


eBook -- Unlocking the Treasures to Financial Wellness  

eBook -- Preparing for a Satisfying Retirement eBook -- Preparing for a Satisfying Retirement 


Preparing for a Satisfying Retirement 


The Great Spending Balance - eBook 


Women and Investing eBook 



Life After Loss eBook 




TruMix Life After Loss eBook 


TruMix Preparing for a Satisfying Retirement 


eBook TruMix Women and Investing 

eBook TruMix The Great Spending Balance




 

Stacey G. Stelter, BFATM

Founder | Director of Client Services

Email: Stacey@TruMixAdvisors.com

Phone: 952-222-8286

Web: www.TruMixAdvisors.com 

For the security of your information, please always use our Secure Sharing Portal when sharing personal data or documents. 

3800 American Blvd. West, Suite 350, Bloomington, MN 55431

The information contained herein is provided for informational purposes only, should not be relied upon for tax purposes, and is based upon sources believed to be reliable, but no guarantee is made to the completeness and accuracy of this information. Past performance is not indicative of future results. TruMix Advisors is a registered investment advisor with the SEC, and in other jurisdictions where exempted. 









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