VALTINSON BRUNER FINANCIAL PLANNING LLC

VALTINSON BRUNER FINANCIAL PLANNING
NEW BRIGHTON, Minnesota·4 registered advisors·CRD# 297866
SEC# 801-1138300651-628-9832
01

Firm Overview

AUM
$478M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VALTINSON BRUNER FINANCIAL PLANNING LLC

4 registered advisors
Aaron Michael Dally
NEW BRIGHTON, Minnesota
Erik Jeffrey Young
NEW BRIGHTON, Minnesota
Lauris Devon Valtinson
NEW BRIGHTON, Minnesota
Robert John Bruner
NEW BRIGHTON, Minnesota
05

Office Locations

NEW BRIGHTON, Minnesota
4 advisors

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Data sourced from SEC Form ADV filings. VALTINSON BRUNER FINANCIAL PLANNING LLC (CRD# 297866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.