Larry Valtinson

Directeur Général chez Valtinson Bruner Financial Planning LLC

Finance

Consumer Services

Postes actifs de Larry Valtinson

Sociétés	Poste	Début	Fin
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	-

Sociétés	Poste	Début	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	01/11/2002	01/08/2018

University of Minnesota

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Chief Executive Officer	1
Corporate Officer/Principal	1
Undergraduate Degree	1

Sectorielle

Finance	3
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

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

Entreprise privées

Finance