Valtinson Bruner Financial Planning LLC (the “Firm,” “we” or “us”), is committed to providing you
with the highest level of service and protecting clients’ personally identifiable non-public information and
records, which include all personal information that we collect from clients in connection with any of the
services provided by us. The categories of personally identifiable non-public information that we collect
from a client depend upon the scope of the client engagement. It may include information about your
personal finances, information about transactions between you and third parties and information from
consumer reporting agencies.
We hold all such client information and records in the strictest confidence. We want to make sure our
clients know that we have implemented important practices and procedures for safeguarding the privacy
and security of personally identifiable non-public information. Please read this notice carefully to
understand what we do.
We do not disclose personally identifiable non-public information to non-affiliated third parties, except as
we change this Firm policy, we will advise clients. We will share information as follows:
The Firm does not provide clients’ personally identifiable non-public information to mailing list vendors
or solicitors. We do not share such information with non-affiliates for marketing purposes. We do not
engage in joint marketing with non-affiliates.
We maintain a secure office and computer environment to ensure that clients’ information is not placed at
unreasonable risk. We limit employee and agent access only to those who have a business or professional
We maintain client records for as long as the client has a relationship with the firm, and for as long
thereinafter as we are required by applicable law or other rules, such as the CFA Institute Code of Ethics
and Standards of Professional Conduct, to maintain such records. After this required period of record
retention, all such information will be destroyed in a safe manner.
We welcome the opportunity to answer any questions about this policy or the safeguarding and
confidentiality of personally identifiable non-public information. For more information, please contact
each current client if the Policy is amended.
Rev. January 16, 2024