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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauris? Claim Your ProfileLauris Valtinson is an experienced financial advisor with over 30 years of experience in the financial services industry. Lauris is currently a principal and owner of Valtinson Bruner Financial Planning, a registered investment advisor firm based in New Brighton, MN. Lauris is a Certified Financial Planner and a Chartered Financial Consultant. Lauris has a strong commitment to providing personalized financial advice to individuals, families, and businesses. Lauris has experience in a variety of financial planning areas, including retirement planning, college savings, investment management, and estate planning. Lauris has a strong understanding of the tax implications of financial decisions. Lauris has a passion for helping clients achieve their financial goals.
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
08/31/2018 - Present
Valtinson Bruner Financial Planning (NEW BRIGHTON MN)
MN
11/20/2002 - 09/05/2018
WOODBURY FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
GA
08/12/1997 - 11/21/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
04/29/1985 - 08/12/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 01/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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