Brandon Valtinson

New Brighton, MN

Verified Identity

Financial Planner at

Valtinson Bruner Financial Planning

Years of Experience

7 years

Member Since

2023

Allow Me to Introduce Myself

I have been working in the financial services since 2012 and have been a financial planner since 2019. My focus is on individuals and couples already retired or looking to retire in the next 5 years. If you can see retirement on the horizon and want to figure out the best way to get there, we would ...

Clientele

Inheritors

Retirees

Wealthy Families

Divorcees

Surviving Spouses

High Net Worth Individuals

Services Provided

Financial Planning

Investment Management

Estate Planning Strategies

Tax Planning

Specialties and Expertise

Cash Flow Analysis

Tax Preparation

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Pricing Models

Flat FeeHourly RateAUM

Disclosures and Proof of License

SEC Profile

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.