Robert John Bruner
Investment adviser representative at Valtinson Bruner Financial Planning
21 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$712MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Valtinson Bruner Financial Planning LLCAug 2018 to now
- Bruner Financial Planning, LLCJan 2010 to now
- Woodbury Financial ServicesAug 2005 to Sep 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Valtinson Bruner Financial Planning
Legal name: Valtinson Bruner Financial Planning LLC
$712MAssets managed
1,992Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3220409
- Firm CRD
- 297866