Robert John Bruner

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

• 08/2018 → Present
  Valtinson Bruner Financial Planning Llc
  New Brighton, MN
• 08/2005 → 09/2018
  Woodbury Financial Services
  New Brighton, MN
• 01/2010 → Present
  Bruner Financial Planning, Llc
  New Brighton, MN

Previous Registrations

• 2014-01-27 → 2018-09-05
  Woodbury Financial Services, Inc.
  Oakdale, MN
  Woodbury, MN
  New Brighton, MN

Other Businesses

1) BRUNER FINANCIAL PLANNING; INVT REL; NEW BRIGHTON MN; TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND LONG TERM CARE INSURANCE; AGENT; START 01/01/2010; 10 HRS/MO; 5 HRS/MO DURING TRADING; SELLING TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND LONG TERM CARE INSURANCE

Exams

• S66 Uniform Combined State Law Examination
  2006-06-07
• S63 Uniform Securities Agent State Law Examination
  1999-05-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Robert John Bruner