# VALTINSON BRUNER FINANCIAL PLANNING LLC

VALTINSON BRUNER FINANCIAL PLANNING LLC of NEW BRIGHTON, MN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 297866
- Type: SEC-registered investment adviser
- SEC file number: 801-113830
- Location: 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112
- Phone: 651-628-9832
- Latest filing: 2026-02-16
- Regulatory AUM: $712.0M
- Discretionary AUM: $510.1M
- Non-discretionary AUM: $201.9M
- Clients: 11
- Accounts: 3,050

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| 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 | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297866/similar
- Related entities: https://search.stillhousedata.com/firm/297866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297866

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.