Valtinson Bruner Financial Planning LLC (New Brighton)

Name: Valtinson Bruner Financial Planning LLC
Address: 388 Cleveland Ave Sw, New Brighton, MN, 55112
Telephone: 651-628-9832

Valtinson Bruner Financial Planning LLC is a large advisory firm based in New Brighton. It manages $161.51 million of regulatory assets for 1,078 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.

Valtinson Bruner Financial Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Valtinson Bruner Financial Planning: assets under management

The assets under management (AUM) of Valtinson Bruner Financial Planning LLC is $161.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $161.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.83 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 72% of the total AUM. The second-largest asset type is state and local bonds, which make up 13% of the firm’s portfolio. Investments in exchange traded securities form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valtinson Bruner Financial Planning LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Valtinson Bruner Financial Planning serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Valtinson Bruner Financial Planning is individuals with 624 clients and $93.6 million of assets under management. Among the 10 most similar advisory firms, Valtinson Bruner Financial Planning has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $161.51 million for 678 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Valtinson Bruner Financial Planning doesn't advise any private funds.

Careers at Valtinson Bruner Financial Planning LLC

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Bruner	Managing member	1 May 2018	25% - 50%	3220409
Lauris Devon Valtinson	Managing member	1 May 2018	50% - 75%	1360718
Erik Jeffrey Young	Chief compliance officer	1 Jun 2018	Other	5291724

Based in New Brighton

The principal office where Valtinson Bruner Financial Planning LLC performs its advisory services is located at 388 Cleveland Ave Sw, New Brighton, MN 55112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 651-628-9832 or by fax 651-633-6566. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at linkedin.com/in/valtinson-bruner-and-young-financial-group-723214a2/.