Aaron Michael Dally
Investment Adviser Representative at Valtinson Bruner Financial Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aaron Michael Dally is an investment adviser representative with Valtinson Bruner Financial Planning in New Brighton, MN, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Woodbury Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Woodbury Financial Services, Inc.Nov 2013 – Sep 2018New Brighton, MN
- Valtinson Bruner Financial Planning LLCFeb 2023 – no end date reportedNew Brighton, MN
- Valtinson Bruner Financial Planning LLCNov 2024 – no end date reportedNew Brighton, MN
- Valtinson Bruner Financial Planning LLCOct 2013 – Feb 2023New Brighton, MN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valtinson Bruner Financial Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.015
- All Assets1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New Brighton, MN
- SEC file number:
- 801-113830
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 16, 2026
View full firm profileOther advisors at Valtinson Bruner Financial Planning
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Michael Dally has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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