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 organized as an LLC and operating since 2018. Ownership is listed as an individual proprietor. The firm serves both individuals and families as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops. Compensation is delivered via asset-based fees as well as hourly and fixed-fee arrangements. The firm does not self-identify as an active ESG investor and it is not positioned as a capital allocator.
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 169Active vs passive
$475M in ETFs
41%
$194M
46%
$281M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $41.1M | 812,880 | 8.66% |
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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