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Valtinson Bruner Financial Planning

Headquartered in NEW BRIGHTON, MN

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Firm Information

Valtinson Bruner Financial Planning is a financial advisor registered with the SEC, located in NEW BRIGHTON, MN. The firm has 3 licensed agents, 6 investment advisor representatives, and manages approximately $603.7 million in assets for 2,807 clients. They offer financial planning, portfolio management for individuals, pension consulting, educational seminars, and participate in wrap fee programs. Valtinson Bruner Financial Planning specializes in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

Valtinson Bruner Financial Planning

388 CLEVELAND AVE SW

NEW BRIGHTON, MN 55112

$603.70M

Assets Under Management

30

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VALTINSON BRUNER FINANCIAL PLANNING has a total of 1 branch locations across the country.
location

NEW BRIGHTON, MN

Advisors at Valtinson Bruner Financial Planning

View All 5 Advisors
Unclaimed
Brandon Lauris Valtinson

RA

NEW BRIGHTON, MN

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Robert John Bruner

CFP®, CFC®, RA

NEW BRIGHTON, MN

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Kellen Richard Enright

CFP®, RA

NEW BRIGHTON, MN

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Lauris Devon Valtinson

CFP®, CFC®, RA

NEW BRIGHTON, MN

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Matthew Gabe Jorgensen

CFP®, RA

NEW BRIGHTON, MN

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Disclosures

There are no public disclosures for Valtinson Bruner Financial Planning.

Frequently Asked Questions (6)

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