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| Valtinson Bruner Financial Planning LLC
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|---|---|
| CRD # | 297866 |
| SEC # | 801-113830 |
| CIK # | 0001761450 |
| AUM | 712.0 M (2026-02-16) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 651-628-9832 |
| Address | 388 Cleveland Ave SW New Brighton, MN 55112 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hawkins Inc | 13.6 | ||
| Global MOFY Metaverse Ltd | 9.0 | ||
| Apple Inc | 4.8 | ||
| Microsoft Corp | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,800 | 337.3 |
| (b) Individuals (high net worth individuals) | 185 | 373.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,050 | 712.0 |
| By Discretionary | ||
| Discretionary | 2,150 | 510.1 |
| Non-Discretionary | 900 | 201.9 |
| Total | 3,050 | 712.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 712.0 | |
| Total | 3,050 | 712.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001761450] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 |
| Serves | Institutional, Retail, Research |
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