PPrivate Fund Data
Log in Join · $37/mo
CompaniesFundsPeopleRankingsScreener
Log in Join · $37/mo

Valtinson Bruner Financial Planning LLC

● SEC registered since 2018CRD 297866SEC# 801-113830New Brighton, MN
Export (members)
Reg. AUM
$712M
Employees
11
Accounts
3,050
Location
New Brighton, MN

Valtinson Bruner Financial Planning LLC assets under management

Valtinson Bruner Financial Planning LLC operates as an SEC-registered investment adviser based in New Brighton, MN. The firm has been registered since 2018. It reports $712 million in regulatory assets under management and employs 11 people.
www.facebook.com/valtinsonbrunerView on SEC.gov ↗

Valtinson Bruner Financial Planning LLC owners & executives

3 reported
NameTitleOwnershipSince
Aaron Michael Dally ControlChief Compliance OfficerUnder 5%2022
Lauris Devon Valtinson ControlManaging Member50-75%2018
Robert John Bruner ControlManaging Member25-50%2018

Frequently asked questions

How much does Valtinson Bruner Financial Planning LLC manage?

Valtinson Bruner Financial Planning LLC reports $712 million in regulatory assets under management on its Form ADV.

How many employees does Valtinson Bruner Financial Planning LLC have?

Valtinson Bruner Financial Planning LLC reports 11 employees.

Where is Valtinson Bruner Financial Planning LLC located?

Valtinson Bruner Financial Planning LLC is based in New Brighton, MN and has been SEC-registered since 2018.

Does Valtinson Bruner Financial Planning LLC disclose fund performance?

Valtinson Bruner Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address388 Cleveland Ave SW, New Brighton, MN 55112
Phone651-628-9832
Fax651-633-6566
Office hours8:30 To 5:30
SEC regionChicago Regional Office (CHRO)
CIK1761450
Discloses disciplinary historyYes

Regulatory AUM

$712M▲ 18%
Feb '25 — $603.7MMar '25 — $603.7MApr '25 — $603.7MMay '25 — $603.7MJun '25 — $603.7MJul '25 — $603.7MAug '25 — $603.7MSep '25 — $603.7MOct '25 — $603.7MNov '25 — $603.7MDec '25 — $603.7MJan '26 — $603.7MFeb '26 — $712MMar '26 — $712MApr '26 — $712MMay '26 — $712MJun '26 — $712M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$712Mregulatory AUM
Discretionary $510.1MNon-discretionary $201.9M