Investment Services

More and more TruStone Financial members are finding that consolidating all of their finances at the credit union is both easier to manage and financially rewarding. Scott Hallett, CFP® and LPL Registered Representative, can handle your investment and financial planning needs with great personal attention.

Scott has assisted many of our members with 401K and pension rollovers. Additionally, Scott will assist you in planning for your financial future involving mutual funds,1 tax-sheltered annuities and IRAs, variable and fixed annuities and insurance. To contact Scott, you can send an Email or call 763-591-4971 or 1-800-862-1998 for more information on TruStone Financial Investment Services.

To view your investment accounts online, please click here.

  1. Securities and Insurance products offered through LPL Financial and its affiliates member FINRA and SIPC.
    Not NCUA Insured, No Credit Union Guarantee, May Lose Value
    TruStone Financial and TruStone Financial Investment Services are not registered broker/dealers, nor are they affiliated with LPL Financial. This site is designed for U.S residents only.

    The services offered within this site are available exclusively through our U.S Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.