VALTINSON BRUNER FINANCIAL PLANNING LLC of NEW BRIGHTON, MN is an SEC-registered investment adviser (CRD 297866). Regulatory assets under management: $712.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert John Bruner | MANAGING MEMBER | — |
| Lauris Devon Valtinson | MANAGING MEMBER | — |
| Aaron Michael Dally | CHIEF COMPLIANCE OFFICER | — |
| Young A Jeffrey | CHIEF COMPLIANCE OFFICER | — |
| BRUNER ROBERT JOHN | MANAGING MEMBER; OWNER | — |
| VALTINSON LAURIS DEVON | MANAGING MEMBER; OWNER | — |
| DALLY AARON MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |