Larry Valtinson

Director Ejecutivo en Valtinson Bruner Financial Planning LLC .

Finance

Consumer Services

Cargos activos de Larry Valtinson

Empresas	Cargo	Inicio	Fin
Valtinson Bruner Financial Planning LLC Valtinson Bruner Financial Planning LLC Investment ManagersFinance Valtinson Bruner Financial Planning LLC (VBFP) is an independent, SEC-registered investment advisor headquartered in New Brighton, Minnesota. The firm was founded by Lauris D. Valtinson and Robert J. Bruner in 2018. VBFP provides investment advice to individuals, high-net-worth individuals, trusts, estates, or charitable organizations, corporations or business entities. The firm also offers discretionary asset management services to advisory clients through their Wrap Fee Program.	Director Ejecutivo	01/08/2018	-

Empresas	Cargo	Inicio	Fin
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities.	Corporate Officer/Principal	01/11/2002	01/08/2018

University of Minnesota

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Chief Executive Officer	1
Corporate Officer/Principal	1
Undergraduate Degree	1

Sectorial

Finance	3
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	2
Valtinson Bruner Financial Planning LLC Valtinson Bruner Financial Planning LLC Investment ManagersFinance Valtinson Bruner Financial Planning LLC (VBFP) is an independent, SEC-registered investment advisor headquartered in New Brighton, Minnesota. The firm was founded by Lauris D. Valtinson and Robert J. Bruner in 2018. VBFP provides investment advice to individuals, high-net-worth individuals, trusts, estates, or charitable organizations, corporations or business entities. The firm also offers discretionary asset management services to advisory clients through their Wrap Fee Program.	Finance
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities.	Finance

Empresas privadas

Finance