Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruner, a Certified Financial Planner and Chartered Financial Consultant, is a financial professional with over 20 years of experience. Robert currently works with Valtinson Bruner Financial Planning and is registered to provide investment advice in Minnesota and Texas. Before that, Robert worked with Woodbury Financial Services, Inc., U.S. Bancorp Investments, Inc., Miller Johnson Steichen Kinnard, Inc., Stockwalk.com, Inc., IDS Life Insurance Company, VSR Financial Services, Inc., and American Express Financial Advisors Inc. Robert specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and families, as well as charitable organizations and pension and profit-sharing plans.
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
01/22/2020 - Present
Valtinson Bruner Financial Planning (NEW BRIGHTON MN)
MN
08/29/2005 - 09/05/2018
WOODBURY FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
MN
11/23/2001 - 08/08/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
05/24/2001 - 11/09/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
11/15/1999 - 11/08/2001
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
MN
06/21/1999 - 08/18/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
09/15/1999 - 12/13/1999
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
06/21/1999 - 08/19/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 06/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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