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Aaron Michael Dally

VALTINSON BRUNER FINANCIAL PLANNING LLC·NEW BRIGHTON, Minnesota
SIE, Series 7, Series 65, Series 66Clean record12 years registeredVALTINSON BRUNER FINANCIAL PLANNING LLC
388 CLEVELAND AVE SW, NEW BRIGHTON, MN 55112CRD# 6095599Firm CRD# 297866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Michael Dally · NEW BRIGHTON, MN
Registration
CRD #6095599 · VALTINSON BRUNER FINANCIAL PLANNING LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

VALTINSON BRUNER FINANCIAL PLANNING
Nov 2024 – present
WOODBURY FINANCIAL SERVICES, INC.
Jan 2014 – Jan 2014
NEW BRIGHTON, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · January 15, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALTINSON BRUNER FINANCIAL PLANNING LLC
CRD 297866 · SEC 801-113830
AUM
$478M
Regulatory assets under management
Employees
10
1,786 client accounts
Services offered by VALTINSON BRUNER FINANCIAL PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VALTINSON BRUNER FINANCIAL PLANNING LLC →
Introduction

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05

Frequently Asked Questions

What services does Aaron Michael Dally offer?
Aaron Michael Dally specializes in Financial Planning, Investment Management. Contact their office in NEW BRIGHTON, Minnesota for a consultation.
What are Aaron Michael Dally's credentials?
Aaron Michael Dally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Michael Dally located?
Aaron Michael Dally is based in NEW BRIGHTON, Minnesota, working with VALTINSON BRUNER FINANCIAL PLANNING LLC. Their office serves clients in the NEW BRIGHTON metropolitan area and surrounding communities.
How does Aaron Michael Dally charge for services?
Aaron Michael Dally's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALTINSON BRUNER FINANCIAL PLANNING LLC?
VALTINSON BRUNER FINANCIAL PLANNING LLC has approximately 10 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALTINSON BRUNER FINANCIAL PLANNING LLC

Erik Jeffrey Young
NEW BRIGHTON, MN
Robert John Bruner
NEW BRIGHTON, MN
CFPChFC
Lauris Devon Valtinson
NEW BRIGHTON, MN
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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Research
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