NEW BRIGHTON, MNCRD 297866Latest ADV February 16, 2026
Valtinson Bruner Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Brighton, MN. Its latest Form ADV filing, dated February 16, 2026, reports $712M in regulatory assets under management, 11 employees, and 3,050 accounts.
Assets Under Management
$712M
Employees
11
Offices
--
Total Clients
1,992
Primary office
NEW BRIGHTON, MN
388 CLEVELAND AVE SW, NEW BRIGHTON, MN, United States
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
1,800
2
HNWI
9.3%
185
3
Investment Cos.
0.2%
4
4
Corporations
0.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$712Mas of February 16, 2026
Discretionary71.6%
$510M
72% of total RAUM71.6%
Non-discretionary28.4%
$202M
28% of total RAUM28.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$712M
Total Accounts3,050
10Y AUM Change+$712M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee181:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.