Robert Bruner

New Brighton, MN

Verified Identity

Valtinson Bruner Financial Planning LLC

Years of Experience

25 years

Number of Clients

120

Average Client Size

$1,000,000

Member Since

2022

Allow Me to Introduce Myself

I have been working in the financial services industry since college. Over these 23 years my love for this profession has grown every year. I get fired up gathering all my clients information and formulating a plan that fits their values. Nothing makes me happier than getting a call or email from a ...

Clientele

Retirees

Surviving Spouses

Divorcees

High Net Worth Individuals

Wealthy Families

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Insurance

Specialties and Expertise

Cash Flow Analysis

Tax Preparation

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Credentials and Designations

ChFC®

Chartered Financial Consultant®

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CFP®

Certified Financial Planner™

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Pricing Models

Flat FeeHourly RateAUM

Education

University of Northern Iowa

Major: Marketing Minor: Economics

Obtained in 1999

Disclosures and Proof of License

SEC Profile

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