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Stacey Stelter, portrait

Stacey Stelter

Founder at GTS Financial

Firm officerUpdated

Stacey Stelter has been Founder of GTS Financial, LLC, a Bloomington, MN investment adviser managing $170M, since January 2021.

5
Years in role
$170M
Firm AUM
170
Firm clients
3
Firm advisers

From Form ADV filed 17 March 2026Form ADV

Career

Stacey Stelter is not listed as a control person, but directly owns between 5% and 10% of GTS Financial.

GTS Financial is an investment adviser based in Bloomington, MN, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $170 million, as filed on 17 March 2026. Its fees, ownership and offices are on the firm’s profile.

Stacey G. Stelter is Founder and Director of Client Services of TruMix Advisors. She is a former teacher who entered the financial advising industry several years ago.

Key facts

CRD
6552960
Firm
GTS Financial · CRD 310222
Role
Founder
In role since
January 2021 · 5 years
Control person
Not listed
Direct ownership
5% to 10%
Firm headquarters
Bloomington, MN
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Stacey Stelter work?

Stacey Stelter has been Founder of GTS Financial, LLC since January 2021.

Source: Form ADV, Schedule A, filed 17 March 2026

How can I verify Stacey Stelter’s record?

Stacey Stelter’s role is listed on GTS Financial, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 310222.

Source: Form ADV, Schedule A, filed 17 March 2026

Leadership at GTS Financial

Sources

  1. IAPD individual lookup, CRD 6552960, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of GTS Financial, LLC, filed 17 March 2026. Title, control and ownership bands.
  3. GTS Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.