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Hayden Thom

Investment adviser representative at Valtinson Bruner Financial Planning
14 yearsExperience
1 stateRegistered in
$712MFirm assets
8 yearsFirm in business

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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

14 years in the industry.

  1. Valtinson Bruner Financial Planning LLCMay 2025 to now
  2. Valtinson Tax Services, LLCFeb 2025 to now
  3. Valtinson Bruner Financial Planning LLCJul 2024 to Apr 2025
  4. Remotelink SolutionsAug 2023 to Jun 2024
  5. Schwarz Dygos Wheeler Investment Advisors LLCJul 2022 to Jul 2023
  6. Kirby Program Board - UmdAug 2021 to May 2022
  7. Full Time StudentJul 2012 to May 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (MN).

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
7601019
Firm CRD
297866
Advisor's SEC record (opens in a new tab)
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