HTTPS://WWW.LINKEDIN.COM/IN/VALTINSON-BRUNER-AND-YOUNG-FINANCIAL-GROUP-723214A2/ • NEW BRIGHTON, MN • Investment Advisor How do I update this listing?
Valtinson Bruner Financial Planning is based out of New Brighton. Valtinson Bruner Financial Planning is a large advisory firm with 647 clients and discretionary assets under management (AUM) of $169,697,830 (Form ADV from 2018-12-06). Their last reported 13F filing for Q4 2018 included $95,671,000 in managed 13F securities and a top 10 holdings concentration of 88.46%. Valtinson Bruner Financial Planning's largest holding is SPDR Bloomberg Barclays 1-3 Month T-Bill ET with shares held of 387,892. Whalewisdom has at least 1 13F filings