Brandon Lauris Valtinson
Investment adviser representative at Valtinson Bruner Financial Planning
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$712MFirm assets
Are you Brandon Lauris Valtinson? Claim your profile
Contact this firm
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
14 years in the industry.
- Valtinson Tax Services, LLCFeb 2022 to now
- Valtinson Bruner Financial Planning LLCNov 2019 to now
- Independent Insurance AgentJul 2019 to now
- Wells FargoJul 2012 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7175370
- Firm CRD
- 297866