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RB

Robert J. Bruner

VALTINSON BRUNER FINANCIAL PLANNING
New Brighton, MN 55112
Some features on this profile are disabled
CRD#: 3220409
RB

Professional summary

Robert John Bruner, CFP®, ChFC® is a registered financial advisor currently at VALTINSON BRUNER FINANCIAL PLANNING located in New Brighton, Minnesota.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

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) BRUNER FINANCIAL PLANNING; INVT REL; NEW BRIGHTON MN; TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND LONG TERM CARE INSURANCE; AGENT; START 01/01/2010; 10 HRS/MO; 5 HRS/MO DURING TRADING; SELLING TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND LONG TERM CARE INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Bruner'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

Start date: 2007

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 27, 2014 - September 5, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
NEW BRIGHTON, MN
Past

August 29, 2005 - September 5, 2018

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
NEW BRIGHTON, MN
Past

November 23, 2001 - August 8, 2005

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

May 24, 2001 - November 9, 2001

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

November 15, 1999 - November 8, 2001

STOCKWALK.COM, INC.

BD
CRD#: 40692
MINNEAPOLIS, MN
Past

September 15, 1999 - December 13, 1999

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

June 21, 1999 - August 19, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

June 21, 1999 - August 18, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
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".
VB
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
(1/22/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 5/20/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 6/18/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/28/2000
General Securities Principal Examination

Current Firm

VB
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
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,807
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.

Company Information

VALTINSON BRUNER FINANCIAL PLANNING

CRD#: 297866New Brighton, MN 55112

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