Robert
Bruner
Valtinson Bruner Financial Planning
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About this Advisor
Robert Bruner is a financial advisor based in Saint Paul, Minnesota, working with Valtinson Bruner Financial Planning. Robert has previously held positions at Bruner Financial Planning, LLC, Valtinson Bruner Financial Planning LLC, and Woodbury Financial Services. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Robert 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
Services Offered
Fee Structure
Office Location
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Valtinson Bruner Financial Planning Brokerage Details
$478,100,000
8
1,786
$267,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Robert Bruner Work History
Valtinson Bruner Financial Planning LLC
Bruner Financial Planning, LLC
Woodbury Financial Services
Disclosures
Please visit the SEC profile of Robert Bruner 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
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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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