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VALTINSON BRUNER FINANCIAL PLANNING

VALTINSON BRUNER FINANCIAL PLANNING LLC

CRD 297866 · SEC 801-113830

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388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112, United States

Phone

651-628-9832

Fax

651-633-6566

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$712.0M

Discretionary AUM

$510.1M

Team

11 total employees; 7 advisory reps; 20 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-16

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals1800$337.3M
High net worth individuals185$373.3M
Investment companies4$300K
Corporations/business entities3$1.1M

States served

AZ, CA, CO, IA, MN, VA, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD