Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lauris Valtinson is an investment advisor representative with Valtinson Bruner Financial Planning. Brandon is registered with the state of Minnesota and is a resident of Texas. Brandon has been in the financial services industry for over 10 years. Brandon works with individuals, families, and charitable organizations to help them achieve their financial goals. In addition to providing investment advice, Brandon also offers tax preparation and accounting services through Valtinson Tax Services, LLC. Brandon is committed to providing his clients with personalized and comprehensive financial planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
04/04/2024 - Present
Valtinson Bruner Financial Planning (NEW BRIGHTON MN)
IA
Issued 09/05/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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