Lauris Devon Valtinson

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

• 11/2002 → 08/2018
  Woodbury Financial Services
  New Brighton, MN
• 08/2018 → Present
  Valtinson Bruner Financial Planning Llc
  New Brighton, MN
• 11/2015 → Present
  Valtinson Financial Group, Llc
  New Brighton, MN
• 12/2006 → Present
  Valtinson Tax Services, Llc
  New Brighton, MN
• 11/2015 → Present
  Valtinson Real Estate, Llc
  New Brighton, MN

Previous Registrations

• 2004-06-15 → 2018-09-05
  Woodbury Financial Services, Inc.
  New Brighton, MN

Other Businesses

1) VALTINSON FINANCIAL GROUP, LLC POSITION: Principal and owner NATURE: LLC INVESTMENT RELATED: Yes; NUMBER OF HOURS: 8/mo SECURITIES TRADING HOURS; 6/mo START DATE: 11/01/2015; ADDRESS: New Brighton MN 55112; DESCRIPTION: Life, Health, Long Term Care, Disability Ins and Fixed Annuities. 2) VALTINSON TAX SERVICES, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: NO; NUMBER OF HOURS: 14/mo SECURITIES TRADING HOURS: 10/mo; START DATE: 12/15/2006 ADDRESS: New Brighton MN 55112; DESCRIPTION: Tax preparation and accounting services 3) VALTINSON REAL ESTATE LLC POSITION: Managing member NATURE: LLC disregarded entity, sole member; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 4/mo SECURITIES TRADING HOURS: 1/mo; START DATE: 11/01/2015 ADDRESS: New Brighton MN 55112; DESCRIPTION: Managing office building and single family rental home. Only tenants of the office building are Valtinson Bruner Financial Planning LLC and Valtinson Tax Services LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-22
• S63 Uniform Securities Agent State Law Examination
  1985-04-29

Designations

• Certified Financial Planner