Andy Truax

Andy Truax, CFP®

Wealth Advisor
Minneapolis

Joined Curi Capital

July 2026

Education

  • BBA, Marketing and Finance, University of Wisconsin–La Crosse

Previous Experience

  • Advisor Associate, JNBA Financial Advisors

Bio

Andy joined Curi Capital in 2026 as a Wealth Advisor. He brings more than a decade of experience helping individuals and families make informed financial decisions through personalized financial planning. He is committed to building lasting relationships with clients and providing thoughtful advice that evolves alongside their goals and changing needs. 

Andy earned bachelor’s degrees in marketing and finance from the University of Wisconsin–La Crosse and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is passionate about helping clients navigate important financial decisions with confidence and creating comprehensive strategies to support their long-term success. 

Outside of work, Andy enjoys making music, following baseball, and spending time outdoors with his wife, exploring everything Minnesota has to offer. 

  • Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.