VALTINSON BRUNER FINANCIAL PLANNING LLC
Legal name: VALTINSON BRUNER FINANCIAL PLANNING
CRD #297866 SEC #801-113830 NEW BRIGHTON, MN 651-628-9832
SEC Registered Disclosures
Total AUM
$603.7M
Discretionary
$426M
Employees
10
Clients
--
Accounts
2,807
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $603.7M | $426M | $177.7M | 10 | 30 |
| May 2025 | $603.7M | $426M | $177.7M | 10 | 30 |
| Feb 2025 | $603.7M | $426M | $177.7M | 10 | 30 |
| Nov 2024 | $478.1M | $325.1M | $153M | 10 | 25 |
| Nov 2024 | $478.1M | $325.1M | $153M | 10 | 25 |
| Sep 2024 | $478.1M | $325.1M | $153M | 10 | 25 |
| Jan 2024 | $478.1M | $325.1M | $153M | 8 | 25 |
| Dec 2023 | $431.3M | $293.3M | $138M | 9 | 25 |
| Nov 2023 | $431.3M | $293.3M | $138M | 8 | 25 |
| Oct 2023 | $431.3M | $293.3M | $138M | 8 | 25 |
| Sep 2023 | $448.4M | $303.9M | $144.6M | 8 | 25 |
| Feb 2023 | $440.4M | $290.4M | $150M | 8 | 25 |
| Feb 2022 | $409.9M | $266.7M | $143.2M | 8 | 25 |
| Feb 2021 | $358.7M | $228.8M | $129.8M | 8 | 141 |
| May 2020 | $203.7M | $203.7M | $0 | 8 | 123 |
| Mar 2020 | $203.7M | $203.7M | $0 | 8 | 123 |
| Mar 2019 | $161.5M | $161.5M | $0 | 7 | 16 |
| Dec 2018 | $169.7M | $169.7M | $0 | 7 | 0 |
| Aug 2018 | $0 | $0 | $0 | 7 | 0 |
| Jul 2018 | $0 | $0 | $0 | 7 | 0 |
| Jul 2018 | $0 | $0 | $0 | 7 | 0 |
DateJun 2025
Total AUM$603.7M
Discretionary$426M
Non-Disc.$177.7M
Employees10
Clients30
DateMay 2025
Total AUM$603.7M
Discretionary$426M
Non-Disc.$177.7M
Employees10
Clients30
DateFeb 2025
Total AUM$603.7M
Discretionary$426M
Non-Disc.$177.7M
Employees10
Clients30
DateNov 2024
Total AUM$478.1M
Discretionary$325.1M
Non-Disc.$153M
Employees10
Clients25
DateNov 2024
Total AUM$478.1M
Discretionary$325.1M
Non-Disc.$153M
Employees10
Clients25
DateSep 2024
Total AUM$478.1M
Discretionary$325.1M
Non-Disc.$153M
Employees10
Clients25
DateJan 2024
Total AUM$478.1M
Discretionary$325.1M
Non-Disc.$153M
Employees8
Clients25
DateDec 2023
Total AUM$431.3M
Discretionary$293.3M
Non-Disc.$138M
Employees9
Clients25
DateNov 2023
Total AUM$431.3M
Discretionary$293.3M
Non-Disc.$138M
Employees8
Clients25
DateOct 2023
Total AUM$431.3M
Discretionary$293.3M
Non-Disc.$138M
Employees8
Clients25
DateSep 2023
Total AUM$448.4M
Discretionary$303.9M
Non-Disc.$144.6M
Employees8
Clients25
DateFeb 2023
Total AUM$440.4M
Discretionary$290.4M
Non-Disc.$150M
Employees8
Clients25
DateFeb 2022
Total AUM$409.9M
Discretionary$266.7M
Non-Disc.$143.2M
Employees8
Clients25
DateFeb 2021
Total AUM$358.7M
Discretionary$228.8M
Non-Disc.$129.8M
Employees8
Clients141
DateMay 2020
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees8
Clients123
DateMar 2020
Total AUM$203.7M
Discretionary$203.7M
Non-Disc.$0
Employees8
Clients123
DateMar 2019
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees7
Clients16
DateDec 2018
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0