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Who We Are

Valtinson, Bruner, & Young Financial Group is an independent fee based financial services firm consisting of Certified Financial Planners™, Investment Advisor Representatives, and Tax professionals.

Our History
Lauris “Larry” Valtinson a Certified Financial Planner™ founded Valtinson Financial Services in 1984. Because of the hard work, service, ethics, and expertise Larry gives to his clients they started telling their friends, family, and co-workers that “YOU NEED TO GO TALK TO LARRY!” The company grew to a point where Larry needed to bring on other financial planners to support the clients. Rob Bruner a Certified Financial Planner™ joined Larry in 2013 bringing his 18 years of financial planning experience to the company. Rob and Larry’s client base has continued to grow and they brought on Erik Young in 2017 to help support the growth. Larry, Rob, and Erik work together with all new clients. Now when new clients come in, they say “I was told I needed to talk to Larry, Rob, and Erik!” Clients value the team approach to financial planning. By working together as a team, we enhance the client experience providing exceptional support, recommendations, and service which our clients deserve. We have a rich history and look forward to a bright future for our firm and most importantly you, the client.
Our Business Philosophy
Valtinson, Bruner, & Young Financial Group provides our clients 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.
Our Mission
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 comprehensive financial planning and service that is unbiased and in the best interest of our clients.
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388 Cleveland Ave. SW | New Brighton, MN 55112 | P: (651) 628-9832 | F: (651) 633-6566 | |

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.

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