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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1,795 | 1,992 | increased by197 |
| Mar 1, 2026 | AUM | $603,700,000 | $712,000,000 | increased by$108,300,000 |
| Mar 1, 2026 | Accounts | 2,807 | 3,050 | increased by243 |
| Feb 1, 2026 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 838 | 1,795 | increased by957 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $409,939,763 | $603,700,000 | increased by$193,760,237 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,570 | 2,807 | increased by1,237 |
| Mar 1, 2022 | Clients | 798 | 838 | increased by40 |
| Mar 1, 2022 | AUM | $358,653,739 | $409,939,763 | increased by$51,286,024 |
| Mar 1, 2022 | Accounts | 1,357 | 1,570 | increased by213 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALTINSON BRUNER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALTINSON BRUNER” may also match similarly-named firms). Confirm identity against each filing.
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.