Lauris D. Valtinson,  CFP<sup>&reg;</sup> - Financial Advisor

Lauris D. Valtinson, CFP®

Owner

Valtinson Bruner Financial Planning LLC

388 Cleveland Ave SW
New Brighton, MN 55112
FINANCIAL ADVISOR'S WEBSITE
(651) 628-9832

General

Lauris Valtinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Valtinson Bruner Financial Planning LLC in New Brighton, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources