Data / Form D filings / TruStone Financial Credit Union
TruStone Financial Credit Union: Form D filing
TruStone Financial Credit Union, a financial services company in Plymouth, MN, filed a Form D with the SEC in 2024. The latest, on January 2, 2024, reports $25 million sold of a $30 million offering to 13 investors.
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Company details from the filing
- Address
- 14601 27TH AVENUE NORTH, SUITE 104, Plymouth, MN, 55447
- Phone
- (763) 544-1517
- Industry
- Other Banking and Financial Services
- Entity type
- Other (State chartered credit union.)
- Incorporated in
- Minnesota
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2000411
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jan 2, 2024 | New notice | $30,000,000 | $25,000,000 | $5,000,000 | 13 | Dec 21, 2023 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Darrick Metz | Director | |
| Anne Ziebell | Director | |
| Lori Bonin | Director | |
| Dale Turner | Executive Officer | |
| Nathan Grunzke | Executive Officer | |
| James Sackett | Director | |
| Jennifer Whitlock | Director | |
| Steve Steen | Executive Officer | |
| Doug Nesbit | Director | |
| Kevin Crane | Director | |
| Tom Alagna | Director | |
| Gary Jeter | Executive Officer | |
| Steve Bohlig | Director | |
| Phil Young | Executive Officer | |
| Hans Iverson | Executive Officer | |
| Samuel Stern | Director | |
| Steve Hunziker | Director | |
| John Christenson | Director | |
| Marty Kelly | Executive Officer | |
| Nicole Dempster | Executive Officer | |
| Daniel Zaczkowski | Executive Officer | |
| Bruce Whitmore | Director |
Every Form D from the week of Jan 1, 2024 · All recent filings in Minnesota · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what TruStone Financial Credit Union reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.