Kellen R. Enright

VALTINSON BRUNER FINANCIAL PLANNING

New Brighton, MN 55112

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CRD#: 7287186

Professional summary

Kellen Richard Enright, CFP® is a registered financial advisor currently at VALTINSON BRUNER FINANCIAL PLANNING located in New Brighton, Minnesota.

Kellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kellen has worked at 2 firms and has passed the Series 65 exam.

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) Hidden Greens Golf Course; No; Hastings, MN; Golf; Groundskeeper; 04/2021; 4/MO; 0/MO (2) Independent Insurance Agent; Investment Related; Insurance Agent; New Brighton, MN; Start Date 03/2025; Approximately 5% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kellen Richard Enright'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: 2021

Experience

Current

December 14, 2023 - Present

VALTINSON BRUNER FINANCIAL PLANNING

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

RIA

CRD#: 297866

New Brighton, MN

Past

August 14, 2020 - November 27, 2023

ARETE WEALTH STRATEGISTS

RIA

CRD#: 167297

Prescott, WI

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
(12/14/2023)

IAR

Texas
(4/4/2024)

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: 11/10/2018

Uniform Investment Adviser Law 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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Kellen R. Enright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kellen Richard Enright's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALTINSON BRUNER FINANCIAL PLANNING

ARETE WEALTH STRATEGISTS

Primary Firm SEC Registration

VALTINSON BRUNER FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2018

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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