Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning is an SEC-registered mass-market adviser in New Brighton, MN with $712.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Valtinson Bruner Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297866, SEC 801-113830, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $712.0M (2026-02-16)
- Firm type
- Mass-Market Adviser
- Location
- New Brighton, MN
- Employees
- 11
- Clients
- 1,988
- CRD
- 297866
- Ownership
- BRUNER, ROBERT, JOHN; VALTINSON, LAURIS, DEVON; YOUNG, ERIK, JEFFREY; DALLY, AARON, MICHAEL
How much AUM does Valtinson Bruner Financial Planning have?
Valtinson Bruner Financial Planning reported $712.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Valtinson Bruner Financial Planning?
Disclosed owners and executives of Valtinson Bruner Financial Planning include BRUNER, ROBERT, JOHN, VALTINSON, LAURIS, DEVON, YOUNG, ERIK, JEFFREY, DALLY, AARON, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.