Brandon Lauris Valtinson

Current Employers

Valtinson Bruner Financial Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-04-04
MN	RA	APPROVED	2019-11-04

TX RA
APPROVED_RES

Since 2024-04-04
MN RA
APPROVED

Since 2019-11-04

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo	Minneapolis	MN	07/2012	11/2019
Valtinson Bruner Financial Planning Llc	New Brighton	MN	11/2019	Present
Independent Insurance Agent	New Brighton	MN	07/2019	Present
Valtinson Tax Services, Llc	New Brighton	MN	02/2022	Present

07/2012 → 11/2019

Wells Fargo

Minneapolis, MN
11/2019 → Present

Valtinson Bruner Financial Planning Llc

New Brighton, MN
07/2019 → Present

Independent Insurance Agent

New Brighton, MN
02/2022 → Present

Valtinson Tax Services, Llc

New Brighton, MN

Other Businesses

1) Brandon Valtinson - Life Insurance; Long Term Care, Disability Insurance. Fixed Annuities; 4 hours a week; investment related; Securities Trading Hours 1. 2) VALTINSON TAX SERVICES, LLC - Tax preparation and accounting services, Tax Associate,02/2022, 5 hours a month; investment related; Securities Trading Hours 5/month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-09-05

S65 Uniform Investment Adviser Law Examination

2019-09-05

Designations

View on SEC IAPD