Kellen Richard Enright
Investment adviser representative at Valtinson Bruner Financial Planning
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
16 years in the industry.
- Independent Insurance AgentMar 2025 to now
- Valtinson Tax Services, LLCFeb 2024 to now
- Valtinson Bruner Financial Planning LLCDec 2023 to now
- Arete Wealth Strategists LLCAug 2020 to Nov 2023
- Enright Financial Consulting, LLCFeb 2018 to Feb 2024
- Anchor BankOct 2017 to Feb 2018
- Southern Hills Golf CourseJun 2017 to Oct 2017
- Full Time StudentAug 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 7287186
- Firm CRD
- 297866