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388 Cleveland Ave Sw, New Brighton, MN 55112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
388 Cleveland Ave Sw, New Brighton, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Mankato | MN | 08/2010 | 05/2017 |
| Southern Hills Golf Course | Farmington | MN | 06/2017 | 10/2017 |
| Anchor Bank | Apple Valley | MN | 10/2017 | 02/2018 |
| Enright Financial Consulting, Llc | Minnesota | MN | 02/2018 | 02/2024 |
| Valtinson Bruner Financial Planning Llc | New Brighton | MN | 12/2023 | Present |
| Arete Wealth Strategists Llc | Prescott | WI | 08/2020 | 11/2023 |
| Independent Insurance Agent | New Brighton | MN | 03/2025 | Present |
| Valtinson Tax Services, Llc | New Brighton | MN | 02/2024 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-10 |
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