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VALTINSON BRUNER FINANCIAL PLANNING LLC

Doing business as VALTINSON BRUNER FINANCIAL PLANNING. SEC Form ADV profile.

Total regulatory AUM
$712,000,000
Discretionary
$510,100,000
Non-discretionary
$201,900,000

Firm details

CRD number
297866
SEC file number
801-113830
Main office
NEW BRIGHTON, MN, United States
Employees
11
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.