Kellen
Enright

Valtinson Bruner Financial Planning

CRD#7287186
Investment Advisor
in Saint Paul, MN

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About this Advisor

Kellen Enright is a financial advisor based in Saint Paul, Minnesota, working with Valtinson Bruner Financial Planning. Kellen has previously held positions as a Full Time Student, at Southern Hills Golf Course, Anchor Bank, Enright Financial Consulting, LLC, Valtinson Bruner Financial Planning LLC, and Arete Wealth Strategists LLC. Kellen has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Kellen is part of Valtinson Bruner Financial Planning, which operates out of Saint Paul, Minnesota. The firm has 8 employees and manages assets totaling $478.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Valtinson Bruner Financial Planning includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

388 Cleveland Ave Sw
Saint Paul, MN 55112

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Valtinson Bruner Financial Planning Brokerage Details

Total Assets Under Management

$478,100,000

MN Average: $5,289,111,388
Total Number of Employees

8

MN Average: 157
Total Number of Accounts

1,786

MN Average: 8,262
Average Account Size

$267,693

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Kellen Enright Work History

2023 - Present (1 year)

Valtinson Bruner Financial Planning LLC

2018 - Present (6 years)

Enright Financial Consulting, LLC

2020 - 2023 (3 years)

Arete Wealth Strategists LLC

2017 - 2017 (< 1 year)

Southern Hills Golf Course

2017 - 2018 (1 year)

Anchor Bank

2010 - 2017 (7 years)

Full Time Student

Disclosures

Please visit the SEC profile of Kellen Enright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valtinson Bruner Financial Planning

Brandon Valtinson
Saint Paul, MN
Kellen Enright
Saint Paul, MN
Robert Bruner
Saint Paul, MN
Lauris Valtinson
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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