Navigate the road ahead.

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Create your comprehensive financial plan roadmap.

Financial planning isn't one-size-fits-all, which is why TruStone Financial Credit Union provides its members access to a team of LPL Financial investment professionals, located at TruStone Financial Credit Union branches, who can address their unique financial needs. If you're ready to begin building a personalized financial plan, it's time to visit an LPL Financial investment consultant at your neighborhood Minnesota or Wisconsin credit union. Independent LPL Financial investment consultants will listen to your goals, offer objective advice, establish a plan for you, and closely monitor your investments.
 

An important announcement from CUNA Brokerage Services, Inc.

 


The TruStone Financial Investment Services program is offered through LPL Financial, the largest independent broker/dealer in the United States.*

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Daniel Guibert
LPL Financial Advisor
Contact: (952) 736.4802
 
​Photo of Jeffrey Erpelding

Jeffrey Erpelding 
​CFA, PFS, CPA​
LPL  Financial  Advisor
Contact: (763) 591.4971
Photo of Aaron Sweere

Aaron Sweere​
AAMS®, CRPS
LPL Financial Advisor
Contact: (763) 285.4508 
​Photo of Anthony Bumgarner

Anthony Bumgarner
CRPC® 
LPL Financial Advisor
Contact: (952) 736.4842

 
​Photo of Neil Bonneson

William Goldaris
CRPC® 
LPL Financial Advisor
Contact: (952) 736.5080

Check the background of TruStone Financial investment professionals on FINRA's BrokerCheck.

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Advisors client?


*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TruStone Financial Credit Union and TruStone Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TruStone Financial Advisors, and may also be employees of TruStone Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TruStone Financial Credit Union or TruStone Financial Advisors. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value
 

The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial’s U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Accredited Asset Management SpecialistSM, or AAMS® program, is a designation program for financial professionals.

The Chartered Retirement Planning CounselorsSM, or CRPC® program, is a designation program for financial professionals. 

Contact TruStone Financial Advisors

 

Contact your nearest branch, or complete the form below for more information:

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Service Offerings

Investment Strategies
  • Mutual Funds
  • Stocks
  • Bonds
  • Municipals
  • Exchange Traded Funds (ETFs)
Real Estate Investment Trusts (REITs)
  • Traded
  • Non-traded
Investment Annuities
  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Hybrid Annuities
  • Immediate Income Annuities
Education Planning and Funding
  • Education investment account choices
Individual Retirement Accounts (IRAs)
  • Traditional IRA
  • Roth IRA
  • Inherited IRA
Self-Employed Retirement Plans
  • SEP IRA
  • SIMPLE IRA
  • Solo 401(k)
Legacy and Estate Planning
  • Beneficiary review
  • Legacy documents (general guidance)
Employer Retirement Plan Rollover Options
  • TSP
  • MNDCP
  • 401(k)
  • Pension
  • ESOP
  • 403(b)
  • 457
  • SEP IRA
  • SIMPLE IRA

*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
 

Insurance Design & Procurement
  • Life Insurance
  • Buy & Sell Agreements
  • Long-Term Care
  • Key Person
  • Disability Income
  • Pension Maximization