AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KR

Kameron C. Richter

VALTINSON BRUNER FINANCIAL PLANNING
New Brighton, MN 55112
Some features on this profile are disabled
CRD#: 7569443
KR

Professional summary

Kameron Charles Richter is a registered financial advisor currently at VALTINSON BRUNER FINANCIAL PLANNING located in New Brighton, Minnesota.

Kameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kameron has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kameron Charles Richter'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

January 7, 2026 - Present

VALTINSON BRUNER FINANCIAL PLANNING

Office #1: 388 Cleveland Ave Sw, New Brighton, MN 55112
RIA
CRD#: 297866
New Brighton, MN
Past

September 10, 2024 - November 10, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
MINNEAPOLIS, MN
Past

September 10, 2024 - November 10, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MINNEAPOLIS, MN
Past

May 27, 2024 - August 9, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
ST. LOUIS PARK, 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
(1/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/23/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/25/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/1/2024
Securities Industry Essentials 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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
11

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 (2/16/2026)
VALTINSON BRUNER FINANCIAL PLANNING FORM ADV PART 2A BROCHURE (2/16/2026)

Regulatory assets under management

Total Number of Accounts3,050
AUM (Assets Under Management)$ 712,000,000

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

TRUST BUT VERIFY

Monitor Kameron Richter

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
SS
Steven SchmidtAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
ST LOUIS PARK, MN
Michael Lee Erpenbach
Michael ErpenbachAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Lake Elmo, MN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.