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Valtinson Bruner Financial Planning
VALTINSON BRUNER FINANCIAL PLANNING is an SEC-registered investment adviser in NEW BRIGHTON, MN, registered since 2018. The firm manages $712 million in...
Overview
VALTINSON BRUNER FINANCIAL PLANNING is an SEC-registered investment adviser in NEW BRIGHTON, MN, registered since 2018. The firm manages $712 million in assets, with $510 million on a discretionary basis. It employs 11 staff and 7 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Valtinson Bruner Financial Planning?
No named principals or investment decision-makers are publicly documented for this firm. Public records do not list a CEO, CIO, or managing team. Allocation decisions remain opaque without disclosed leadership.
What investment stages does Valtinson Bruner typically target?
No information is publicly available regarding target investment stages. The firm's investment focus, if any beyond financial planning, has not been disclosed. Public records provide no detail on stage preferences.
Which sectors does Valtinson Bruner explicitly avoid?
The firm does not publicly disclose any sector avoidance criteria. Its investment or advisory scope is not documented beyond the name 'financial planning.' No negative screening statements have been made.
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