Data / Investment advisers / Minnesota / Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning, New Brighton, MN: $712 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Valtinson Bruner Financial Planning is an SEC registered investment adviser with its main office in New Brighton, Minnesota and reports $712 million in regulatory assets under management in its Form ADV filed February 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 297866
- SEC file number
- 801-113830
- SEC status
- Approved, effective August 13, 2018
- Legal name
- Valtinson Bruner Financial Planning LLC
- Main office
- 388 Cleveland Ave SW, New Brighton, MN 55112
- Phone
- (651) 628-9832
- Regulatory AUM
- $712,000,000 in the Form ADV filed February 16, 2026
- Discretionary AUM
- $510,100,000
- Non discretionary AUM
- $201,900,000
- Accounts
- 3,050
- Employees
- 11, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: criminal actions
- Latest Form ADV filing
- February 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $373.3 million |
| Individuals (other than high net worth individuals) | 1,800 | $337.3 million |
| Corporations or other businesses | 3 | $1.1 million |
| Investment companies | 4 | $300,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $712 million | February 16, 2026 |
| December 1, 2025 | $603.7 million | June 17, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Strong Tower Advisory Services | Minneapolis | $759.2 million | Not listed | adviserinfo.sec.gov |
| Navpoint Financial, Inc. | Prior Lake | $752.2 million | Not listed | adviserinfo.sec.gov |
| Stevens Foster Financial Advisors | Bloomington | $750.4 million | Not listed | adviserinfo.sec.gov |
| Summit Investment Advisory Services | Roseville | $745.8 million | Not listed | adviserinfo.sec.gov |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | $730.4 million | Not listed | adviserinfo.sec.gov |
| The Wealth Group, Austin B. Colby & Associates | Eden Prairie | $711 million | Not listed | adviserinfo.sec.gov |
| Lifelong Wealth Advisors, Inc. | Arden Hills | $710.4 million | Not listed | adviserinfo.sec.gov |
| Navista Wealth Management, Inc. | Minnetonka | $709.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Valtinson Bruner Financial Planning on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.