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VALTINSON BRUNER FINANCIAL PLANNING
Legal name: VALTINSON BRUNER FINANCIAL PLANNING LLC
CRD 297866File 801-113830
APPROVED
Retail clients
Disclosure events
Filing as of Feb 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$712.0M
Above cohort median (national)
Discretionary AUM
$510.1M
Non-discretionary $201.9M
Clients
1,992
3,050 accounts
Employees
11
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 13, 2018
- Principal office
- 388 CLEVELAND AVE SW, NEW BRIGHTON, MN, 55112
- Phone
- 651-628-9832
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $712.0M
- Discretionary AUM
- $510.1M
- Non-discretionary AUM
- $201.9M
- Discretionary accounts
- 2,150
- Non-discretionary accounts
- 900
- Total accounts
- 3,050
- AUM per client
- $357K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $1.1M |
| Investment companies | 4 | $300K |
| High net worth individuals | 185 | $373.3M |
| Individuals (other than high net worth individuals) | 1,800 | $337.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11A2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.