Investment adviser · CRD 297866
VALTINSON BRUNER FINANCIAL PLANNING
Investment adviser filing (IA)
VALTINSON BRUNER FINANCIAL PLANNING LLC
NEW BRIGHTON, MN, United States · Form ADV filed Feb 16, 2026
- Regulatory AUM
- $712M Form ADV · Item 5.F
- Client accounts
- 3,050 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 185 | $373,300,000 | 52.4% |
| Individuals | 1,800 | $337,300,000 | 47.4% |
| Corporations & businesses | 3 | $1,100,000 | 0.2% |
| Investment companies | 4 | $300,000 | 0.0% |
Filing source
Form ADV 2052717 · Feb 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
388 CLEVELAND AVE SWNEW BRIGHTON, MN, 55112, United States
CRD 297866
Filing source
Form ADV 2052717 · Feb 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.