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Greenwoods Financial Group Inc

Updated Oct 27, 2026·Latest SEC filing Jul 1, 2024·Suggest an edit

About Greenwoods Financial Group

Greenwoods Financial Group is a private company based in Lake Mills, Wisconsin. It has reported $10,109,500 raised in three offerings on Form D since December 2010. Its chief executive is Bill McDonald.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jun 21, 2024Jul 1, 2024$10,000,000fully sold1$10.0MEquityRule 506(b)Form D ↗
Aug 27, 2013Sep 5, 2013$94,500of $999K target6$15,750EquityRule 504Form D ↗
Dec 8, 2010Dec 15, 2010$15,000of $3.0M target1$15,000Equity06Form D ↗
Total, three offerings$10,109,500

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Greenwoods Financial Group's Form D filed Jul 1, 2024.

RC
Rob Cera
Executive officer and director
JS
KP
PF
DA
Dan Andrews
Director
TG
Ted Gammill
Director
CF
Craig Faust
Director
KL
Kim Lokken
Executive officer
BA
Becky Anhalt
Executive officer
BM
Bill McDonald
Chief Executive Officer and director

Earlier filings also listed Thomas Shipley (director, last listed Mar 2019), Roger Roth (director, last listed Mar 2019), Robert Gammill (director, last listed Mar 2019), Rick McGuigan (director, last listed Mar 2019), John Stenbroten (director, last listed Mar 2019), Warren Laube (director, last listed Sep 2013), Todd Larson (director, last listed Sep 2013) and Juliet Slavens (director, last listed Sep 2013).

Sources

  1. SECGreenwoods Financial Group Inc filing history