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Robert John Bruner

VALTINSON BRUNER FINANCIAL PLANNING LLC·NEW BRIGHTON, Minnesota
SIE, Series 7, Series 24, Series 55, Series 63, Series 66CFPChFCClean record12 years registeredVALTINSON BRUNER FINANCIAL PLANNING LLC
388 CLEVELAND AVE SW, NEW BRIGHTON, MN 55112CRD# 3220409Firm CRD# 297866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert John Bruner · NEW BRIGHTON, MN
Registration
CRD #3220409 · VALTINSON BRUNER FINANCIAL PLANNING LLC · 12 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
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
Series 66
Registration record
First registered · January 27, 2014
Years registered · 12
Professional designations · CFP, ChFC
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 →
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05

Frequently Asked Questions

What services does Robert John Bruner offer?
Robert John Bruner specializes in Financial Planning, Investment Management. Contact their office in NEW BRIGHTON, Minnesota for a consultation.
What are Robert John Bruner's credentials?
Robert John Bruner holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert John Bruner located?
Robert John Bruner 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 Robert John Bruner charge for services?
Robert John Bruner'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

Aaron Michael Dally
NEW BRIGHTON, MN
Erik Jeffrey Young
NEW BRIGHTON, MN
Lauris Devon Valtinson
NEW BRIGHTON, MN
CFP

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