Ameriprise Financial Services
47yrs
Top advisor by experience in New Brighton
27yrs
Robert Bruner
Full name on record: Robert John Bruner
Financial advisor at Valtinson Bruner Financial Planning
Based in New Brighton, Minnesota, Robert Bruner is a fiduciary financial advisor with 27 years of industry experience. Robert has been with Valtinson Bruner Financial Planning since 2018; before that, Robert spent five years at Woodbury Financial Services. Robert’s designations include CFP® and ChFC.
One of 95 advisors with offices in New Brighton, and one of 77 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Minnesota
Office388 Cleveland Ave SW, New Brighton, MN 55112
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$357,985
Advisors at the firm7
States licensed ?1 state
Services through Valtinson Bruner Financial Planning
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowValtinson Bruner Financial PlanningCurrent firm
- 2014 – 2018Woodbury Financial Services, Inc.Previously
Contact Robert
(651) 628-9832Valtinson Bruner Financial Planning main office 388 Cleveland Ave SWNew Brighton, MN 55112Office · Get directions Facebook pageValtinson Bruner Financial Planning
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Valtinson Bruner Financial Planning at (651) 628-9832 and ask for Robert Bruner. Robert works from the New Brighton, MN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 21% by experience in Minnesota.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Valtinson Bruner Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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