Kellen Richard Enright

Employer firm

Valtinson Bruner Financial Planning CRD 297866

$712M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 05/2017
  Full Time Student
  Mankato, MN
• 06/2017 → 10/2017
  Southern Hills Golf Course
  Farmington, MN
• 10/2017 → 02/2018
  Anchor Bank
  Apple Valley, MN
• 02/2018 → 02/2024
  Enright Financial Consulting, Llc
  Minnesota, MN
• 12/2023 → Present
  Valtinson Bruner Financial Planning Llc
  New Brighton, MN
• 08/2020 → 11/2023
  Arete Wealth Strategists Llc
  Prescott, WI
• 03/2025 → Present
  Independent Insurance Agent
  New Brighton, MN
• 02/2024 → Present
  Valtinson Tax Services, Llc
  New Brighton, MN

Previous Registrations

• 2020-08-14 → 2023-11-27
  Arete Wealth Strategists
  Minneapolis, MN
  Brisbane
  Prescott, WI

Other Businesses

(1) Hidden Greens Golf Course; No; Hastings, MN; Golf; Groundskeeper; 04/2021; 4/MO; 0/MO (2) Independent Insurance Agent; Investment Related; Insurance Agent; New Brighton, MN; Start Date 03/2025; Approximately 5% of time (3) Valtison Tax Services; no; New Brighton, MN, Tax preparation; 02/2024; Approximately 5% of time

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-10

Designations

• Certified Financial Planner