Larry Valtinson
Directeur Général chez Valtinson Bruner Financial Planning LLC
Profil
Mr. Lauris D.
Valtinson is a Managing Member at Valtinson Bruner Financial Planning LLC.
He has been helping his clients meet their financial planning goals for over 35 years.
Mr. Valtinson is an Investment Advisor Representative of Woodbury Financial Services.
Mr. Valtinson attended the University of Minnesota, School of Business, earned the Certified Financial Planner designation through the College of Financial Planning in Denver, Colorado, and earned the Chartered Financial Consultant designation through the American College in Bryn Mawr, Pennsylvania.
Postes actifs de Larry Valtinson
| Sociétés | Poste | Début |
|---|---|---|
Valtinson Bruner Financial Planning LLC
 Valtinson Bruner Financial Planning LLC Investment ManagersFinance Valtinson Bruner Financial Planning LLC (VBFP) is an independent, SEC-registered investment advisor headquartered in New Brighton, Minnesota. The firm was founded by Lauris D. Valtinson and Robert J. Bruner in 2018. VBFP provides investment advice to individuals, high-net-worth individuals, trusts, estates, or charitable organizations, corporations or business entities. The firm also offers discretionary asset management services to advisory clients through their Wrap Fee Program. | Directeur Général | 01/08/2018 |
Anciens postes connus de Larry Valtinson
| Sociétés | Poste | Fin |
|---|---|---|
Woodbury Financial Services, Inc.
 Woodbury Financial Services, Inc. Investment ManagersFinance Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities. | Corporate Officer/Principal | 01/08/2018 |
Formation de Larry Valtinson
| University of Minnesota | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Valtinson Bruner Financial Planning LLC
Valtinson Bruner Financial Planning LLC Investment ManagersFinance Valtinson Bruner Financial Planning LLC (VBFP) is an independent, SEC-registered investment advisor headquartered in New Brighton, Minnesota. The firm was founded by Lauris D. Valtinson and Robert J. Bruner in 2018. VBFP provides investment advice to individuals, high-net-worth individuals, trusts, estates, or charitable organizations, corporations or business entities. The firm also offers discretionary asset management services to advisory clients through their Wrap Fee Program. | Finance |
Woodbury Financial Services, Inc.
Woodbury Financial Services, Inc. Investment ManagersFinance Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities. | Finance |
