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FINANCIAL PLANNING

Create your comprehensive financial roadmap.

Financial planning isn’t one-size-fits-all, which is why TruStone Financial offers two teams of financial professionals to fit your unique needs. If you’re ready to begin building a personalized financial plan, it’s time to visit your neighborhood credit union. Our independent investment consultants will listen to your goals, offer objective advice, establish a plan for you, and closely monitor your investments.

Photo of Neil Bonneson
 

TruStone Financial Investment Services

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


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Jeffrey Erpelding, ​CFA, PFS, CPA​
LPL Investment Advisor Representative
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Daniel Guibert
LPL Investment Advisor Representative ​

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


Already a TruStone Financial
Investment Services client?

Contact TruStone Financial Investment Services

 

Give us a call at (763) 270-4354, email us, or complete the form below:


Tell us about yourself


Preferred Method of Contact:

Which TruStone services are you interested in? (check all that apply)

Please do not include any sensitive information (e.g. account numbers, social security numbers, date of birth, etc.).

Serving legacy TruStone branches.
Meet at any TruStone branch - by appointment only.


Minnesota Locations
Burnsville  (Nicollet)
Golden Valley (Boone Avenue)
Maple Grove (Elm Creek)
Minneapolis (Lyn-Lake)
Minneapolis (Northeast)
Oakdale
Rogers
Roseville
St. Cloud
St. Paul (Highland)

Wisconsin Locations
Greenfield
Kenosha (Green Bay Road)
Kenosha (Northside)
Milwaukee-Cudahy
 


Regardless of meeting location, please schedule in advance using the information provided in the "Contact Us" tab. Based on availability, a phone call or virtual appointment may be recommended. 

 

 

*As reported in Financial Planning magazine June 1996-2020, based on total revenues.

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 Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TruStone Financial Investment Services, 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 Investment Services. 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.

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TruStone Financial Advisors

The TruStone Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.


Photo of Anthony Bumgarner

Anthony Bumgarner, CRPC® 
Vice President, Wealth Management, Financial Advisor
Photo of Neil Bonneson

William Goldaris, CRPC® 
Vice President, Wealth Management, Financial Advisor

 
Photo of Neil Bonneson

Neil Bonneson
Financial Advisor

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



Already a TruStone Financial
Advisors client?

Contact TruStone Financial Advisors

 

Give us a call at (952) 736-5085, email us, or complete the form below:


Tell us about yourself


Preferred Method of Contact:

Which TruStone services are you interested in? (check all that apply)

Please do not include any sensitive information (e.g. account numbers, social security numbers, date of birth, etc.).

Serving legacy Firefly branches.
Meet at any TruStone branch - by appointment only.


Minnesota Locations
Bloomington
Brooklyn Park
Burnsville (Riverwood)
Chanhassen
Fridley
Lakeville
Maple Grove (Fountains)
Minneapolis (27th Avenue)
Shakopee
 


Regardless of meeting location, please schedule in advance using the information provided in the "Contact Us" tab. Based on availability, a phone call or virtual appointment may be recommended. 

 

 

TruStone Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3489558.1-0321-0423


 

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
  • Traditional
  • Roth
  • Inherited
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
  • Buy & Sell Agreements
  • Long-Term Care
  • Key Person
  • Disability Income
  • Pension Maximization