Larry Valtinson

Chief Executive Officer at

Valtinson Bruner Financial Planning LLC

Finance

Consumer Services

Profile

Mr. Lauris D.
Valtinson is a Managing Member at Valtinson Bruner Financial Planning LLC.
He has been helping his clients meet their financial planning goals for over 35 years.
Mr. Valtinson is an Investment Advisor Representative of Woodbury Financial Services.
Mr. Valtinson attended the University of Minnesota, School of Business, earned the Certified Financial Planner designation through the College of Financial Planning in Denver, Colorado, and earned the Chartered Financial Consultant designation through the American College in Bryn Mawr, Pennsylvania.

Larry Valtinson active positions

Companies	Position	Start
Valtinson Bruner Financial Planning LLC Valtinson Bruner Financial Planning LLC Investment ManagersFinance VBFP formulates an investment strategy for a specific client based upon the objectives stated by the client during consultations. Security analysis methods may include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, asset allocation, mutual fund and ETF analysis, and sector rotation analysis.	Chief Executive Officer	2018-07-31

All active positions of Larry Valtinson

Former positions of Larry Valtinson

Companies	Position	End
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance WFS use fundamental and technical analysis in analyzing investments. The firm’s advisory services are designed for strategic long-term investing. They utilize a variety of strategies for their co-advisory accounts, and, as such, have no specific overriding investment strategy.	Corporate Officer/Principal	2018-07-31

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Private companies	3
University of Minnesota University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Woodbury Financial Services, Inc. Woodbury Financial Services, Inc. Investment ManagersFinance WFS use fundamental and technical analysis in analyzing investments. The firm’s advisory services are designed for strategic long-term investing. They utilize a variety of strategies for their co-advisory accounts, and, as such, have no specific overriding investment strategy.	Finance
Valtinson Bruner Financial Planning LLC Valtinson Bruner Financial Planning LLC Investment ManagersFinance VBFP formulates an investment strategy for a specific client based upon the objectives stated by the client during consultations. Security analysis methods may include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, asset allocation, mutual fund and ETF analysis, and sector rotation analysis.	Finance