AdvisorOS Directory
Claim Profile
Unclaimed Profile
LV

Lauris Devon Valtinson

VALTINSON BRUNER FINANCIAL PLANNING LLC·NEW BRIGHTON, Minnesota
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record22 years registeredVALTINSON BRUNER FINANCIAL PLANNING LLC
388 CLEVELAND AVE SW, NEW BRIGHTON, MN 55112CRD# 1360718Firm CRD# 297866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauris Devon Valtinson · NEW BRIGHTON, MN
Registration
CRD #1360718 · VALTINSON BRUNER FINANCIAL PLANNING LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

VALTINSON BRUNER FINANCIAL PLANNING
Aug 2018 – present
WOODBURY FINANCIAL SERVICES, INC.
Jan 2014 – Sep 2018
NEW BRIGHTON, MN
WOODBURY FINANCIAL SERVICES, INC.
Jun 2004 – Oct 2004
NEW BRIGHTON, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 15, 2004
Years registered · 22
Professional designation · CFP
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

Speak with Lauris

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lauris is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW BRIGHTON?

Browse all registered financial advisors in NEW BRIGHTON, Minnesota or claim this profile if it's yours.

Browse NEW BRIGHTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lauris Devon Valtinson offer?
Lauris Devon Valtinson specializes in Financial Planning, Investment Management. Contact their office in NEW BRIGHTON, Minnesota for a consultation.
What are Lauris Devon Valtinson's credentials?
Lauris Devon Valtinson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lauris Devon Valtinson located?
Lauris Devon Valtinson 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 Lauris Devon Valtinson charge for services?
Lauris Devon Valtinson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VALTINSON BRUNER FINANCIAL PLANNING LLC

Aaron Michael Dally
NEW BRIGHTON, MN
Erik Jeffrey Young
NEW BRIGHTON, MN
Robert John Bruner
NEW BRIGHTON, MN
CFPChFC

Browse by Specialty

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)
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile