# TruStone Financial Credit Union — Form D

TruStone Financial Credit Union of PLYMOUTH, MN, a company, filed a Form D exempt-offering notice with the SEC on 2024-01-02. The offering totals $30.0M, of which $25.0M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2024-01-02
- Form: D
- Accession: 0002000411-24-000001
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $30.0M
- Amount sold: $25.0M
- Remaining: $5.0M
- Minimum investment: $100K
- Investors: 13
- Date of first sale: 2023-12-21
- Security types: debt
- Revenue range: Decline to Disclose
- SEC file number: 021-501289

## Issuer

- Name: TruStone Financial Credit Union
- CIK: 0002000411
- Entity type: Other
- Jurisdiction: MINNESOTA
- Address: 14601 27TH AVENUE NORTH, PLYMOUTH, MN, 55447
- Phone: 763-544-1517

## Officers, directors & promoters (22)

| Name | Role | Location |
| --- | --- | --- |
| Tom Alagna | Director | Plymouth, MN |
| Steve Bohlig | Director | Plymouth, MN |
| Lori Bonin | Director | Plymouth, MN |
| John Christenson | Director | Plymouth, MN |
| Kevin Crane | Director | Plymouth, MN |
| Steve Hunziker | Director | Plymouth, MN |
| Darrick Metz | Director | Plymouth, MN |
| Doug Nesbit | Director | Plymouth, MN |
| James Sackett | Director | Plymouth, MN |
| Samuel Stern | Director | Plymouth, MN |
| Jennifer Whitlock | Director | Plymouth, MN |
| Bruce Whitmore | Director | Plymouth, MN |
| Anne Ziebell | Director | Plymouth, MN |
| Nicole Dempster | Executive Officer | Plymouth, MN |
| Nathan Grunzke | Executive Officer | Plymouth, MN |
| Hans Iverson | Executive Officer | Plymouth, MN |
| Gary Jeter | Executive Officer | Plymouth, MN |
| Marty Kelly | Executive Officer | Plymouth, MN |
| Steve Steen | Executive Officer | Plymouth, MN |
| Dale Turner | Executive Officer | Plymouth, MN |
| Phil Young | Executive Officer | Plymouth, MN |
| Daniel Zaczkowski | Executive Officer | Plymouth, MN |

## More

- [CIK 2000411 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2000411&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002000411-24-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.