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

Clients

Accounts

2,807

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Minnesota
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 17, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
DALLY, AARON, MICHAEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, ERIK, JEFFREY	I	CHIEF COMPLIANCE OFFICER	NA	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	OWNER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
VALTINSON, LAURIS, DEVON	I	MANAGING MEMBER	D	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	OWNER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control
BRUNER, ROBERT, JOHN	I	MANAGING MEMBER	C	Control

Registrations

Federal

Jun 17, 2025 REGISTERED

Notice Filings (9)

AZ CA CO FL IA MN TX VA WI

Address

388 CLEVELAND AVE SW
NEW BRIGHTON, MN 55112
United States

Phone: 651-628-9832