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Aaron Michael Dally

Valtinson Bruner Financial Planning

New Brighton, MN

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Current Employers
Valtinson Bruner Financial Planning

388 Cleveland Ave Sw, New Brighton, MN 55112 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-11
  • MN RA
    APPROVED
    Since 2024-11-11

Branch Locations

388 Cleveland Ave Sw, New Brighton, MN 55112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services, Inc. New Brighton MN 11/2013 09/2018
Valtinson Bruner Financial Planning Llc New Brighton MN 02/2023 Present
Valtinson Bruner Financial Planning Llc New Brighton MN 11/2024 Present
Valtinson Bruner Financial Planning Llc New Brighton MN 10/2013 02/2023
  • 11/2013 → 09/2018
    Woodbury Financial Services, Inc.
    New Brighton, MN
  • 02/2023 → Present
    Valtinson Bruner Financial Planning Llc
    New Brighton, MN
  • 11/2024 → Present
    Valtinson Bruner Financial Planning Llc
    New Brighton, MN
  • 10/2013 → 02/2023
    Valtinson Bruner Financial Planning Llc
    New Brighton, MN
Previous Registrations
  • 2014-01-15 → 2014-01-16
    Woodbury Financial Services, Inc.
    New Brighton, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-03
S66 Uniform Combined State Law Examination 2012-09-22
  • S65 Uniform Investment Adviser Law Examination
    2023-02-03
  • S66 Uniform Combined State Law Examination
    2012-09-22

View on SEC IAPD

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