CRD: 297866
Valtinson Bruner Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-2018
- Office Locations
- 1
Office Locations
About Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning is a fiduciary, fee-based firm focused on retirement planning, with a strong emphasis on coordinating tax strategy to help clients reduce taxes and support sustainable retirement income. Founded in 1984, they provide comprehensive, one-stop planning including financial, tax, and estate planning for pre-retirees and retirees. Primary custodian: Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURIS DEVON VALTINSON
Certified Financial Planner, Chief Executive Officer, Managing Member, Owner
- CRD
- #1360718
- Ownership
- 50% but less than 75%
ROBERT JOHN BRUNER
Certified Financial Planner, Managing Member
- CRD
- #3220409
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Kellen Richard Enright
Financial Planner
- CRD
- #7287186
KAMERON CHARLES RICHTER
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- CRD
- #7569443
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $510,100,000 | $237,256 |
| Non-Discretionary | $201,900,000 | $224,333 |
| Total | $712,000,000 | $233,443 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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