Valtinson Bruner Financial Planning
Firm details
- Headquarters
- New Brighton, Minnesota
- CRD number
- 297866
- Registered since
- August 13, 2018
- Website
- www.valtinsonfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.43%
- Individuals47.37%
- Corporations / Businesses0.15%
- Investment Companies0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Valtinson Bruner Financial Planning is an independent, SEC-registered registered investment adviser formed in 2018 and organized as an LLC under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Its fee model combines asset-based fees with hourly and fixed-fee engagements, and the practice reports relationships with an accountant and an insurance company as industry affiliates. The adviser does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Aaron Dally
Chief Compliance OfficerCRD 6095599
Contacts
3 of 6
Kellen Enright
Financial PlannerCRD 7287186
Robert Bruner
Financial PlannerCRD 3220409
Brandon Valtinson
Financial PlannerCRD 7175370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 152Active vs passive
$428M in ETFs
40%
$171M
48%
$256M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $38.7M | 764,380 | 9.05% |
Location
New Brighton, MN
Ramsey
Location
New Brighton, MN
Headquartered in New Brighton, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 388 Cleveland Ave Sw
- Time zone
- CT (UTC-6)
- Office locations
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