About Investment Services
At TruStone Financial Investment Services, we know that choosing a financial advisor is an important decision. You want someone you can trust and someone that will be there with you. Unlike many large brokerage firms, we’re local and right in your favorite TruStone branch.
Jeff Erpelding - LPL Investment Advisor Representative
Our philosophy is simple. We want to give you more of the things you need. More choices. More personalized service. More convenience. Retirement Planning | Asset Management | Investment Strategies | Saving for College | Long-Term Care Planning We offer unbiased financial planning that’s centered around you. We’re invested in your success, so you can rely on us to provide the guidance you need. Whether you’re just starting an investment plan, or looking for a new strategy, we can help. Call us at 763.591.4971 or toll-free at 800.862.1998 or send us an email.
Securities, investment advisory services, and insurance products offered through LPL Financial and its affiliates, a registered investment advisor, Member FINRA/SIPC. |
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Jeffrey Erpelding is an investment professional with over ten years of experience. He serves the needs of TruStone members and provides comprehensive financial planning and investment advice. Jeff has earned designations as a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). He holds a MBA from the Carlson School of Management at the University of Minnesota. Jeff enjoys running, biking and coaching local youth sports. A native Iowan, Jeff and his wife and three children have lived in Minnesota for the past 14 years.
