Robert Bruner
New Brighton, MN
Verified Identity
Valtinson Bruner Financial Planning LLC
Years of Experience
25 years
Number of Clients
120
Average Client Size
$1,000,000
Member Since
2022
Allow Me to Introduce Myself
I have been working in the financial services industry since college. Over these 23 years my love for this profession has grown every year. I get fired up gathering all my clients information and formulating a plan that fits their values. Nothing makes me happier than getting a call or email from a ...
Clientele
Retirees
Surviving Spouses
Divorcees
High Net Worth Individuals
Wealthy Families
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Cash Flow Analysis
Tax Preparation
High Net Worth Planning
Tax Minimization Inv...
Retirement Income
Portfolio Construction
Credentials and Designations
Chartered Financial Consultant®
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Certified Financial Planner™
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Retirement Income Certified Professional®
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Pricing Models
Flat FeeHourly RateAUM
Education
University of Northern Iowa
Major: Marketing Minor: Economics
Obtained in 1999
Disclosures and Proof of License
SEC Profile
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