Unclaimed Profile

Erik Jeffrey Young

VALTINSON BRUNER FINANCIAL PLANNING LLC·NEW BRIGHTON, Minnesota

SIE, Series 7, Series 24, Series 66Clean record12 years registeredVALTINSON BRUNER FINANCIAL PLANNING LLC

388 CLEVELAND AVE SW, NEW BRIGHTON, MN 55112CRD# 5291724Firm CRD# 297866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erik Jeffrey Young · NEW BRIGHTON, MN

Registration

CRD #5291724 · VALTINSON BRUNER FINANCIAL PLANNING LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALTINSON BRUNER FINANCIAL PLANNING LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Mar 2024 – Jul 2025

Mahtomedi, MN

VALTINSON BRUNER FINANCIAL PLANNING

Aug 2018 – Jan 2024

NEW BRIGHTON, MN

WOODBURY FINANCIAL SERVICES, INC.

Jan 2017 – Sep 2018

NEW BRIGHTON, MN

CETERA ADVISOR NETWORKS LLC

Jan 2016 – Jan 2017

MINNEAPOLIS, MN

WOODBURY FINANCIAL SERVICES, INC.

Jan 2014 – Oct 2015

WHITE BEAR LAKE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 22, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

VALTINSON BRUNER FINANCIAL PLANNING LLC

CRD 297866 · SEC 801-113830

AUM

$478M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Erik Jeffrey Young offer?

Erik Jeffrey Young specializes in Financial Planning, Investment Management.

What are Erik Jeffrey Young's credentials?

Erik Jeffrey Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Jeffrey Young located?

Erik Jeffrey Young is based in NEW BRIGHTON, Minnesota, last registered with VALTINSON BRUNER FINANCIAL PLANNING LLC.

How does Erik Jeffrey Young charge for services?

Erik Jeffrey Young'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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