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388 Cleveland Ave Sw, New Brighton, MN 55112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-05 |
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 | Duluth | MN | 07/2012 | 05/2022 |
| Kirby Program Board - Umd | Duluth | MN | 08/2021 | 05/2022 |
| Schwarz Dygos Wheeler Investment Advisors Llc | Minneapolis | MN | 07/2022 | 07/2023 |
| Valtinson Bruner Financial Planning Llc | New Brighton | MN | 05/2025 | Present |
| Remotelink Solutions | San Diego | CA | 08/2023 | 06/2024 |
| Valtinson Bruner Financial Planning Llc | New Brighton | MN | 07/2024 | 04/2025 |
| Valtinson Tax Services, Llc | New Brighton | MN | 02/2025 | Present |
(1) Valtison Tax Services; no; New Brighton, MN, Tax preparation; 02/2025; Approximately 5% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-17 |
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