A complete list of active advisors currently associated with Valtinson Bruner Financial Planning
Warmer can help you find a great advisor at Valtinson Bruner Financial Planning or one who fits your needs even better.
Valtinson Bruner Financial Planning LLC provides discretionary asset management, financial planning, and ERISA plan advisory services to a broad client base that includes individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm also publishes newsletters and conducts educational seminars and workshops, and continues to service legacy clients in a wrap-fee program. VBFP employs a mix of fundamental, technical, quantitative and qualitative analysis and emphasizes asset allocation using mean-variance optimization, with portfolios managed on a discretionary basis and strategies that can include long- and short-term holdings, options, and occasional margin. Accounts are reviewed at least annually (more often as needed), and trade execution and custody are handled through a designated broker-dealer. Compared with peers, VBFP manages a notably large client base for a mid-sized team—approximately 1,985 clients across seven advisors—resulting in an unusually high client-to-advisor ratio, and its most recent ADV annual update disclosed changes to assets under management and financial planning fees. The firm also maintains several less-common features for its category: an affiliation with an affiliated tax services entity (Valtinson Tax Services LLC) and referrals to related insurance and planning entities, ongoing legacy wrap-fee accounts despite no new offerings, the operation of public seminars/workshops, and the maintenance of a proprietary trading account with quarterly personal-trade reviews to address conflicts of interest.
To learn more about the advisors currently working at Valtinson Bruner Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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