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Larry Valtinson
Directeur Général chez Valtinson Bruner Financial Planning LLC
Provenance du réseau au premier degré de Larry Valtinson
Entité | Type d'entité | Industrie | |
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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.
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| Subsidiary | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Larry Valtinson via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal | |
PEPSICO, INC. | Food: Specialty/Candy | Corporate Officer/Principal | |
Allianz Life Insurance Company of North America
![]() Allianz Life Insurance Company of North America Life/Health InsuranceFinance Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN. | Life/Health Insurance | Director/Board Member General Counsel | |
ON Investment Management Co.
![]() ON Investment Management Co. Investment ManagersFinance ON Investment Management Co. (ONIMCO) is a registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1969, the firm is a subsidiary of The O.N. Equity Sales Co. and their ultimate parent is Constellation Insurance Holdings, Inc. ONIMCO provides financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and other organizations throughout the US. | Investment Managers | Chief Executive Officer | |
Allianz of America, Inc.
![]() Allianz of America, Inc. Investment ManagersFinance Allianz of America, Inc. is an insurance management firm headquartered in Westport, Connecticut. The firm was founded in 1976 and is a subsidiary of Allianz Europe NV, which is owned by Allianz SE (ETR: ALV). Allianz of America provides investment services to insurance affiliates of the Allianz Group of North America. | Investment Managers | Chief Executive Officer | |
Gamble Jones Investment Counsel
![]() Gamble Jones Investment Counsel Investment ManagersFinance Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Allianz Life Insurance Company of New York
![]() Allianz Life Insurance Company of New York Life/Health InsuranceFinance Allianz Life Insurance Co. of New York operates as a life insurance company. It operates through the Individual Annuities and Other segments. The Individual Annuities segment provides tax-deferred investment growth and lifetime income opportunities for its customers through fixed, fixed-indexed, variable-indexed, and variable annuities. The Other segment is composed of Life, Long-Term Care, and Special Markets products. The company was founded on September 21, 1982 and is headquartered in New York, NY. | Life/Health Insurance | Chairman General Counsel | |
Munich Re US Life Corp.
![]() Munich Re US Life Corp. Life/Health InsuranceFinance Part of Münchener Rückversicherungs-Gesellschaft AG, Munich Re US Life Corp. is a company that provides life and annuities. Munich Re US Life Corp. is based in Minneapolis, MN. The CEO of the company is Giguère Marc-André. | Life/Health Insurance | Chief Executive Officer Corporate Secretary | |
University of Pennsylvania | College/University | Masters Business Admin | |
VESTAX Securitas Corp
![]() VESTAX Securitas Corp Investment Banks/BrokersFinance Part of ING Groep NV, VESTAX Securitas Corp is a company that provides securities broker-dealer services. The company is based in Hudson, OH. VESTAX Securitas was acquired by ING North America on June 09, 1997. | Investment Banks/Brokers | Sales & Marketing | |
Illinois Wesleyan University | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
University of Phoenix | College/University | Undergraduate Degree | |
University of San Diego | College/University | Undergraduate Degree | |
Banana Republic LLC
![]() Banana Republic LLC Apparel/Footwear RetailRetail Trade Banana Republic LLC retails clothing and accessories for men, women and children. It operates a web site through which it distributes its products. The company was founded by Mel Ziegler and Patricia Ziegler in 1978 and is headquartered in Grove City, OH. | Apparel/Footwear Retail | Corporate Officer/Principal | |
Querrey & Harrow Ltd.
![]() Querrey & Harrow Ltd. Miscellaneous Commercial ServicesCommercial Services Querrey & Harrow Ltd. provides legal services. The private company is based in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Life Insurance Council of New York, Inc.
![]() The Life Insurance Council of New York, Inc. Miscellaneous Commercial ServicesCommercial Services The Life Insurance Council of New York, Inc. operates as the domestic trade association representing the life insurance industry in New York. It creates and maintains a legislative and regulatory environment that encourages its members to conduct and grow their life insurance businesses. The firm provides professional or business services to life insurance companies or fraternal benefit societies. The company was founded in December 1977 and is headquartered in Albany, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Acquisio, Inc.
![]() Acquisio, Inc. Packaged SoftwareTechnology Services Acquisio, Inc. provides performance management software solutions. Its products include aquisio platform, social advertising, and display advertising. It offers solutions for marketers and agencies, local resellers, and small business. The company was founded by by Richard Couture and Marc Poirier in 2003 and is headquartered in Brossard, Canada. | Packaged Software | Corporate Officer/Principal | |
Mony Brokerage, Inc. | President | ||
American Council of Life Insurers
![]() American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Director/Board Member | |
Make-A-Wish Foundation of Minnesota | Director/Board Member | ||
University of Wisconsin-Eau Claire | College/University | Masters Business Admin | |
Allianz Investment Management LLC
![]() Allianz Investment Management LLC Investment ManagersFinance Allianz Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2001, the firm is a wholly owned subsidiary of Allianz Life Insurance Co. of North America and their ultimate parent is Allianz SE (ETR: ALV) in Germany. AIM offers discretionary and non-discretionary management of assets and other investment related services for registered investment companies, insurance companies, which includes separate accounts of insurance companies, and other institutional investors. | Investment Managers | Director/Board Member | |
Valparaiso University Law School | College/University | Graduate Degree | |
University of Wisconsin La Crosse | College/University | Undergraduate Degree | |
AZOA Services Corp. | President General Counsel | ||
Allianz Life Insurance Co. of North America (Invt Port)
![]() Allianz Life Insurance Co. of North America (Invt Port) Investment ManagersFinance Allianz Life Insurance Co. of North America (Investment Portfolio) (Allianz-IP) is the investment portfolio division of Allianz Life Insurance Co. of North America, an insurance firm headquartered in Minneapolis, Minnesota. They are ultimately owned by Allianz SE (ETR: ALV) in Germany. Allianz-IP was founded in 1896 and provides retirement solutions such as fixed and variable annuities and life insurance for individuals. | Investment Managers | Corporate Officer/Principal | |
Allianz Individual Insurance Group LLC | Corporate Officer/Principal | ||
Questar Agency, Inc. | Director/Board Member | ||
MBE Wealth Management LLC
![]() MBE Wealth Management LLC Investment ManagersFinance MBE Wealth Management LLC is a financial services company based in Baraboo, WI. MBE Wealth Management offers financial planning, investment management, retirement planning, estate planning, insurance, tax planning, and lifestyle planning services. The American company's team of certified financial planners utilizes state-of-the-art software to design a comprehensive financial plan. MBE Wealth Management's client-centered approach focuses on managing finances to help people live a better life. The private company helps retirees, pre-retirees, and business owners with their unique financial planning challenges. The company was founded in 2012, and Joseph Lee Berry has been the CEO since 2013. | Investment Managers | Chief Executive Officer | |
Alzheimer's Disease & Related Disorders Association, Inc.
![]() Alzheimer's Disease & Related Disorders Association, Inc. Services to the Health IndustryHealth Services Alzheimer's Disease & Related Disorders Association, Inc. provides care consultation and supportive services for families affected by Alzheimer's disease and related disorders. | Services to the Health Industry | Director/Board Member | |
TruChoice Financial Group LLC
![]() TruChoice Financial Group LLC Investment ManagersFinance Part of AmeriLife Group LLC, TruChoice Financial Group LLC is a dynamic sales and marketing organization and one of the largest distributors of financial services products in the insurance industry. The company is based in Minneapolis, MN. TruChoice is designed to function as a foundation for the success of the independent financial professionals that they serve, leveraging the resources that only a large company can provide, while offering the individualized service of a much smaller one. Brian Peterson has been the CEO of the company since 2018. TruChoice Financial Group was acquired by AmeriLife Group LLC from Allianz Life Insurance Company of North America on November 30, 2022. | Investment Managers | Corporate Officer/Principal | |
Allianz Technology of America, Inc. | Director/Board Member | ||
United Airlines, Inc.
![]() United Airlines, Inc. AirlinesTransportation United Airlines, Inc. engages in the provision of passenger airline transportation services. It offers business products, United Airlines credit cards, premier access travel services, gift certificates, gift registry, travel products, and trip insurance. The company was founded by Walter T. Varney in 1934 and is headquartered in Chicago, IL. | Airlines | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 39 |
Canada | 2 |
Sectorielle
Finance | 17 |
Consumer Services | 9 |
Retail Trade | 3 |
Technology Services | 3 |
Commercial Services | 3 |
Opérationnelle
Corporate Officer/Principal | 16 |
President | 10 |
Director/Board Member | 9 |
Chief Executive Officer | 8 |
Undergraduate Degree | 5 |
Relations les plus connectées
Insiders | |
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Walter Rex White | 20 |
Gretchen Cepek | 11 |
Jody Doran | 7 |
Patrick McEvoy | 4 |
Joe Berry | 4 |
Jim A. Spina | 3 |
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