Form D · Other Banking and Financial Services

TruStone Financial Credit Union

Plymouth, MN · CIK 0002000411

Offering snapshot reported Jan 2, 2024 · SEC filing

Reported sold
$25M
Offering amount: $30M
Investors reported
13
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Dec 21, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 2, 2024Initial$25,000,000No comparison13SEC filing

Offering details

Securities
Debt
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$375K
Finders' fees
$0
Form D file number
021-501289

Source: Form D, filed Jan 2, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Tom Alagna Director
Steve Bohlig Director
Lori Bonin Director
John Christenson Director
Kevin Crane Director
Nicole Dempster Executive
Nathan Grunzke Executive
Steve Hunziker Director
Hans Iverson Executive
Gary Jeter Executive
Marty Kelly Executive
Darrick Metz Director
Doug Nesbit Director
James Sackett Director
Steve Steen Executive
Samuel Stern Director
Dale Turner Executive
Jennifer Whitlock Director
Bruce Whitmore Director
Phil Young Executive
Daniel Zaczkowski Executive
Anne Ziebell Director

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
14601 27 Th Avenue North Suite 104
Plymouth, MN, 55447