Lauris D. Valtinson

VALTINSON BRUNER FINANCIAL PLANNING

New Brighton, MN 55112

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CRD#: 1360718

Professional summary

Lauris Devon Valtinson, CFP®, ChFC® is a registered financial advisor currently at VALTINSON BRUNER FINANCIAL PLANNING located in New Brighton, Minnesota.

Lauris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Lauris has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) VALTINSON FINANCIAL GROUP, LLC POSITION: Principal and owner NATURE: LLC INVESTMENT RELATED: Yes; NUMBER OF HOURS: 8/mo SECURITIES TRADING HOURS; 6/mo START DATE: 11/01/2015; ADDRESS: New Brighton MN 55112; DESCRIPTION: Life, Health, Long Term Care, Disability Ins and Fixed Annuities. 2) VALTINSON TAX SERVICES, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: NO; NUMBER OF HOURS: 14/mo SECURITIES TRADING HOURS: 10/mo; START DATE: 12/15/2006 ADDRESS: New Brighton MN 55112; DESCRIPTION: Tax preparation and accounting services 3) VALTINSON REAL ESTATE LLC POSITION: Managing member NATURE: LLC disregarded entity, sole member; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 4/mo SECURITIES TRADING HOURS: 1/mo; START DATE: 11/01/2015 ADDRESS: New Brighton MN 55112; DESCRIPTION: Managing office building and single family rental home. Only tenants of the office building are Valtinson Bruner Financial Planning LLC and Valtinson Tax Services LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauris Devon Valtinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

Experience

Current

August 31, 2018 - Present

VALTINSON BRUNER FINANCIAL PLANNING

Office #1: 388 Cleveland Ave Sw, New Brighton, MN 55112

RIA

CRD#: 297866

New Brighton, MN

Past

January 15, 2014 - September 5, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

NEW BRIGHTON, MN

Past

June 15, 2004 - October 28, 2004

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

NEW BRIGHTON, MN

Past

November 20, 2002 - September 5, 2018

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

NEW BRIGHTON, MN

Past

August 12, 1997 - November 21, 2002

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

April 29, 1985 - August 12, 1997

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALTINSON BRUNER FINANCIAL PLANNING

VALTINSON BRUNER AND YOUNG FINANCIAL PLANNING | VALTINSON BRUNER FINANCIAL PLANNING LLC | VALTINSON BRUNER FINANCIAL PLANNING

CRD#: 297866 / SEC#: 801-113830

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(8/31/2018)

IAR

Texas
(8/31/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/22/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/25/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/30/1999

General Securities Principal Examination

Current Firm

VALTINSON BRUNER FINANCIAL PLANNING

VALTINSON BRUNER AND YOUNG FINANCIAL PLANNING | VALTINSON BRUNER FINANCIAL PLANNING LLC | VALTINSON BRUNER FINANCIAL PLANNING

CRD#: 297866 / SEC#: 801-113830

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

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Contact information

Main Address

388 Cleveland Ave Sw, New Brighton, MN 55112

Mailing Address

Phone number

(651) 628-9832

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALTINSON BRUNER FINANCIAL PLANNING FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (2/16/2025)

VALTINSON BRUNER FINANCIAL PLANNING FORM ADV PART 2A BROCHURE (2/16/2025)

Regulatory assets under management

Total Number of Accounts	2,807
AUM (Assets Under Management)	$ 603,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lauris D. Valtinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauris Devon Valtinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

LUTHERAN BROTHERHOOD SECURITIES CORP.

Primary Firm SEC Registration

VALTINSON BRUNER FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 1/22/2002

Series 63

Date: 4/29/1985

SIE

Date: 9/5/2018

Series 7

Date: 4/19/1986

Series 6

Date: 4/25/1985

Series 24

Date: 8/30/1999

Current Firm

VALTINSON BRUNER FINANCIAL PLANNING

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALTINSON BRUNER FINANCIAL PLANNING

TRUST BUT VERIFY

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