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).
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Total Assets Under Management478MILLION
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Total Number of Accounts1,786ACCOUNTS
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Average Account Value$267,693
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, IA, MN, TX, VA, WI
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.
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.
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.