Have questions about the merger? View our merger resources for more information.
Dismiss Alert

TruStone Financial Investment Services


Create your comprehensive financial roadmap.

Financial planning isn’t one-size-fits-all. 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

Neil Bonneson
​LPL Financial Advisor
Photo of Neil Bonneson

Anthony Bumgarner, CRPC® 
​LPL Financial Advisor
Photo of Neil Bonneson

Jeffrey Erpelding, ​CFA, PFS, CPA
​LPL Financial Advisor

Photo of Neil Bonneson

Bill Goldaris, CRPC® 
​LPL Financial Advisor
Photo of Neil Bonneson

Daniel Guibert
​LPL Financial Advisor

Interested in meeting with one of our financial consultants?

Give us a call at (763) 270-4354 or (952) 736-4806, email us, or click 'request more information' below.
Request more information

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

TruStone Financial Investment Services 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
  • Solo 401(k)
Legacy and Estate Planning
  • Beneficiary review
  • Legacy documents (general guidance)
Employer Retirement Plan Rollover Options
  • TSP
  • 401(k)
  • Pension
  • ESOP
  • 403(b)
  • 457

*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

TruStone Financial Investment Services Offerings (LOWER)

Lower Investments Tab Body
Lower Retirement Planning Tab Body
Lower Insurance Tab Body
Lower FAQs Tab Body

Already a TruStone Financial Investment Services client?

learn more about our consultants

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.