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Larry Valtinson
Directeur Général chez Valtinson Bruner Financial Planning LLC
Postes actifs de Larry Valtinson
Sociétés | Poste | Début | Fin |
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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. | Directeur Général | 01/08/2018 | - |
Historique de carrière de Larry Valtinson
Anciens postes connus de Larry Valtinson
Sociétés | Poste | Début | Fin |
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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 |
Formation de Larry Valtinson
University of Minnesota | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Chief Executive Officer | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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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 |
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