Brandon Valtinson
Brandon Valtinson is a registered investment advisor at Valtinson Bruner Financial Planning, based in New Brighton, MN, with 6 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,992 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
388 Cleveland Ave Sw, New Brighton, MN, 55112
Get directionsHistory
Regulatory History (1)
Criminal
September 2012Other Business ActivitiesSells Insurance
Brandon sells life insurance, long-term care, disability insurance, and fixed annuities, dedicating a few hours per week. He also provides tax preparation and accounting services through Valtinson Tax Services, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Valtinson Bruner Financial Planning
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.