Midwest Locations
Headquarters - Plymouth
3300 Fernbrook Lane North
Suite 210
Plymouth, MN 55447
Phone: (763) 541-8400
Fax: (763) 541-8404
Mon-Thu: 8:30 AM - 4:30 PM
Fri: 8:30 AM - 3:00 PM
Amery Office
741 Harriman Ave.
Amery, WI 54001
Phone: (763) 541-8400
Mon-Fri: 8:00 AM - 5:00 PM
St. Cloud Office
Phone: (763) 541-8400
Mon-Fri: 8:00 AM - 5:00 PM
St. Croix Falls Office
102 N Washington Street
St. Croix Falls, WI 54024
Phone: (763) 541-8400
Fax: (763) 541-8404
Mon-Fri: 8:00 AM - 5:00 PM
White Bear Office
Phone: (651) 772-2202
Mon-Fri: 8:00 AM - 5:00 PM
Who We Serve
We work with individuals, families, business owners, pre-retirees, retirees, and highly compensated individuals to create personalized financial solutions.
Our Approach
We strive to build trust and form genuine, lasting relationships with our clients. Gain an effective strategy to pursue the future you are working for.
Our Team
TruPlan is a team of credentialed financial professionals who are passionate about helping our clients work toward their financial goals.