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Our Staff
Larry Valtinson Larry Valtinson, ChFC
Certified Financial Planner™


Larry has been helping his clients meet their financial planning goals for the past 29 years. He has been licensed in insurance and registered for investments since 1984.  He attended the University of Minnesota, School of Business. He became a Certified Financial Planner™  (CFP®) through the College of Financial Planning in Denver, Colorado in 1989 and a Chartered Financial Consultant (ChFC) through the American College in Bryn Mawr, Pennsylvania in 1995. Larry is an Investment Advisor Representative of Woodbury Financial Services. 

Larry@ValtinsonFinancial.com

Rob Bruner Rob Bruner, CFP®, ChFC

Rob has been in the financial services industry for the past 16 years. He has been licensed for insurance and investments since 1999. He attended the University of Northern Iowa and studied Marketing and Economics. He earned his Certified Financial Planner (CFP®) designation in 2009 and Chartered Financial Consultant (ChFC) designation in 2010 through the American College in Bryn Mawr, Pennsylvania. Rob is an Investment Advisor Representative of Woodbury Financial Services.

Rob@ValtinsonFinancial.com

Erik Young

Erik is our newest partner at Valtinson Financial. He went to the University of Minnesota & Augsburg College graduating with a Mass Communications degree in 2004. He has been in the financial services industry since 2005. He aspires to be the strategic advisor for clients’ financial situations, relieving financial stress in their lives by creating and implementing a plan to protect and maximize their wealth. Erik and his wife, Cathy, have a daughter named Savannah and a son named Cullen. He enjoys spending time with his family, golfing, playing tennis, playing hockey, and reading. He is also actively involved in the community through charitable work. Erik is an Investment Advisor Representative of Woodbury Financial Services.

Erik@ValtinsonFinancial.com
Julie Irving Julie Irving

Julie has been with Valtinson-Bruner Financial Services for over eight years. She comes from a legal background with an associate's degree in Applied Sciences. As the Account Services Manager, she handles opening and transferring accounts, distributions, as well as the maintenance of brokerage accounts. Julie and her husband live in New Brighton where they enjoy watching and coaching their children's sporting events.

Julie@ValtinsonFinancial.com


Debbie Kordiak Debbie Kordiak
Series 6 & Series 63

Debbie Kordiak has been with Valtinson-Bruner Financial Services for over 13 years. As a registered assistant, Debbie handles mutual fund trading, meeting preparation, and processing. She and her husband enjoy being empty-nesters and love spending time with their kids and grand kids.

Debbie@ValtinsonFinancial.com

Aaron Dally Aaron Dally
Series 7, Series 66, and MN Life, Accident & Health Insurance

Aaron Dally joined Valtinson-Bruner Financial Services in October 2013 after working a number of years in banking and finance. He is the first point-of-contact with the firm. He answers the phones, schedules appointments, handles various client issues, and does some trading as well. Aaron enjoys living in St. Paul with its wide variety of outdoor activities.  

Aaron@ValtinsonFinancial.com
Julie Irving is not registered with Woodbury Financial Services. Woodbury Financial Services does not offer tax or legal advice.



BUSINESS PHILOSOPHY
Valtinson-Bruner Financial Services provides our client with a financial plan to protect their financial security today, grow their financial assets for the future, distribute stable & reliable income during retirement, and pass on desired legacy assets to their heirs.

As Certified Financial Planners and Investment Advisor Representatives, we have a responsibility to make recommendations that are in your best interest. To do so, we operate as an independent financial planning firm and use a specialized group of the world’s leading money managers and financially sound insurance companies.

Our mission is to be the financial planning organization that positively impacts and influences the future of our clients, their children, and their grandchildren. Our success will be determined by delivering top-tier performance and service that is unbiased and in the best interest of our clients.

Above all, we work for you.


The Financial Planning Process:
1. Establish and define the client-planner relationship
2. Gather client data including goals
3. Analyze and evaluate the client’s current financial status
4. Develope and present recommendations and/or alternatives
5. Implement the recommendations
6. Monitor the recommendations
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388 Cleveland Ave. SW | New Brighton, MN 55112 | P: (651) 628-9832 | F: (651) 633-6566
Larry@ValtinsonFinancial.com | Rob@ValtinsonFinancial.com | David@ValtinsonFinancial.com


Securities and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. P.O. Box 64284, St. Paul, MN, 55164 Phone 800-800-2638. Valtinson Financial Services and Woodbury Financial Services, Inc. are unaffiliated entities.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This website contains content and links to third-party resources. Woodbury Financial Services, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Woodbury Financial Services, Inc., or its affiliates for completeness or accuracy.

Valtinson-Bruner Financial Services is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC. Insurance services offered through Valtinson Financial Group, LLC and Valtinson-Dahl Insurance Agency, LLC. Tax and accounting services offered through Valtinson Tax Services, LLC. Woodbury Financial Services, Inc. does not provide tax or legal advice. All listed entities are unaffiliated.

This communication is strictly intended for individuals residing in the state(s) of MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.