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Aaron M. Dally

VALTINSON BRUNER FINANCIAL PLANNING
New Brighton, MN 55112
Some features on this profile are disabled
CRD#: 6095599
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Professional summary

Aaron Michael Dally is a registered financial advisor currently at VALTINSON BRUNER FINANCIAL PLANNING located in New Brighton, Minnesota.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Aaron has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Dally'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®
None

Experience

Current

November 11, 2024 - 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 - January 16, 2014

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
NEW BRIGHTON, MN
Past

November 20, 2013 - September 5, 2018

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
NEW BRIGHTON, MN
Past

September 11, 2012 - November 15, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
BURNSVILLE, 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
(11/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/3/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/22/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/10/2012
General Securities Representative 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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