Overview
Assets Under Management: $604 million
Headquarters: NEW BRIGHTON, MN
High-Net-Worth Clients: 180
Average Client Assets: $2 million
Frequently Asked Questions
VALTINSON BRUNER FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297866), VALTINSON BRUNER FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
VALTINSON BRUNER FINANCIAL PLANNING LLC is headquartered in NEW BRIGHTON, MN.
VALTINSON BRUNER FINANCIAL PLANNING LLC serves 180 high-net-worth clients according to their SEC filing dated June 17, 2025. View client details ↓
According to their SEC Form ADV, VALTINSON BRUNER FINANCIAL PLANNING LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
VALTINSON BRUNER FINANCIAL PLANNING LLC manages $604 million in client assets according to their SEC filing dated June 17, 2025.
According to their SEC Form ADV, VALTINSON BRUNER FINANCIAL PLANNING LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,807
Discretionary Accounts: 1,978
Non-Discretionary Accounts: 829
Regulatory Filings
CRD Number: 297866
Filing ID: 1998425
Last Filing Date: 2025-06-17 17:02:00
Website: https://valtinsonfinancial.com