Kellen Enright
Kellen Enright is a CFP-designated registered investment advisor at Valtinson Bruner Financial Planning, based in New Brighton, MN, with 5 years of industry experience. Kellen 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kellen owns Enright Financial Coaching, LLC, a financial planning consulting business, dedicating minimal time. Kellen also works as a groundskeeper at Hidden Greens Golf Course, also dedicating minimal time.
Employment History
Current Registrations
Valtinson Bruner Financial Planning
Previous Registrations
Arete Wealth Strategists
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.