Privacy Policy

Valtinson Bruner Financial Planning LLC

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  described in this Privacy Policy or as permitted by law, and we do not anticipate doing so in the future. If  we change this Firm policy, we will advise clients. We will share information as follows:  

  • To complete transactions or account changes as directed by the client (e.g., with a broker-dealer) To service a client’s account (e.g., with a custodian) 
  • If requested by the client (e.g., to client’s accountant) 
  • With contracted third parties who require this information to develop, support or deliver services  (e.g., account reporting or aggregation)  
  • As required by applicable or regulatory authorities with jurisdiction over us  

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  need-to-know.  

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  us.  

All new clients are provided with a copy of this Privacy Policy. Our Privacy Policy is made available to  each current client if the Policy is amended. 

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