Valtinson Bruner Financial Planning

Robert Bruner is a CFP® and ChFC® with 26 years of experience in financial advising. He is a principal at Valtinson Bruner Financial Planning, where he has worked since 2018, and previously worked at Woodbury Financial Services from 2005 to 2018. In addition to his advisory role, he sells traditional life insurance, disability insurance, fixed annuities, and long-term care insurance. Valtinson Bruner Financial Planning LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management, financial planning, and ERISA plan advisory services, employing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization.

Aaron Dally is a financial advisor at Valtinson Bruner Financial Planning with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Woodbury Financial Services, Inc. for five years. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization, managing portfolios on a discretionary basis.

Brandon Valtinson is a financial advisor at Valtinson Bruner Financial Planning with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo from 2012 to 2019. Outside of advising, he is involved in tax preparation and accounting through Valtinson Tax Services LLC and provides life insurance and related products. Valtinson Bruner Financial Planning serves a broad client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan advisory services, employing a mix of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation using mean-variance optimization.

Kameron Richter is a financial advisor at Valtinson Bruner Financial Planning with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC. Richter also operates as a sole proprietor providing insurance services. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation through mean-variance optimization, managing portfolios on a discretionary basis.

Hayden Thom is a financial advisor at Valtinson Bruner Financial Planning with one year of industry experience. He holds a Series 65 designation and has worked previously at RemoteLink Solutions and Schwarz Dygos Wheeler Investment Advisors LLC. Thom also served on the Kirby Program Board at the University of Minnesota Duluth. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.

Kellen Enright is a CFP® with five years of industry experience, currently serving as a financial advisor at Valtinson Bruner Financial Planning. His prior roles include positions at Arete Wealth Strategists LLC and founding Enright Financial Consulting, LLC. Outside of advising, he works as a groundskeeper at Hidden Greens Golf Course. Valtinson Bruner Financial Planning LLC offers discretionary asset management, financial planning, and ERISA plan advisory services to individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis with portfolios managed on a discretionary basis, emphasizing asset allocation through mean-variance optimization.

Lauris Valtinson is a CFP® with 40 years of industry experience, currently serving at Valtinson Bruner Financial Planning LLC since 2018. He previously worked at Woodbury Financial Services for 16 years and is involved in related businesses including tax preparation through Valtinson Tax Services LLC. Valtinson Bruner Financial Planning provides discretionary asset management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and manages portfolios on a discretionary basis.