Valtinson Bruner Financial Planning

Valtinson Bruner Financial Planning (CRD# 297866) is a financial advisory firm headquartered in New Brighton, MN. They manage $478,100,000 in 1,786 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
388 Cleveland Ave Sw, New Brighton, MN 55112
https://www.facebook.com/valtinsonbruner/
By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • Total Number of Accounts
    1,786
    ACCOUNTS
  • Average Account Value
    $267,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, MN, TX, VA, WI

Financial Advisors at Valtinson Bruner Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Robert Bruner, financial advisor New Brighton MN
Robert J. Bruner
CRD#: 3220409
388 Cleveland Ave Sw, New Brighton, MN 55112

Robert Bruner (CRD# 3220409) is an Investment Advisor Representative working at Valtinson Bruner Financial Planning in New Brighton, MN and has over 24 years of experience in the finance industry.

2
Lauris Valtinson, financial advisor New Brighton MN
Lauris D. Valtinson
CRD#: 1360718
388 Cleveland Ave Sw, New Brighton, MN 55112

Lauris Valtinson (CRD# 1360718) is an Investment Advisor Representative working at Valtinson Bruner Financial Planning in New Brighton, MN and has over 38 years of experience in the finance industry.

3
Brandon Valtinson, financial advisor New Brighton MN
Brandon L. Valtinson
CRD#: 7175370
388 Cleveland Ave Sw, New Brighton, MN 55112

Brandon Valtinson (CRD# 7175370) is an Investment Advisor Representative working at Valtinson Bruner Financial Planning in New Brighton, MN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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