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VALTINSON BRUNER FINANCIAL PLANNING

NEW BRIGHTON, MN · CRD 297866 · IAPD ↗ · 651-628-9832

$712.0MRegulatory AUM
7Advisory reps
11Employees
20Clients
More than 500Planning clients
0Private funds
9States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — VALTINSON BRUNER FINANCIAL PLANNING crossed $500M in regulatory AUM ($478.1M -> $603.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
February 2024 — VALTINSON BRUNER FINANCIAL PLANNING reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.