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Larry Valtinson
Directeur Général chez
Valtinson Bruner Financial Planning LLC
Profil
Mr. Lauris D.
Valtinson is a Managing Member at Valtinson Bruner Financial Planning LLC.
He has been helping his clients meet their financial planning goals for over 35 years.
Mr. Valtinson is an Investment Advisor Representative of Woodbury Financial Services.
Mr. Valtinson attended the University of Minnesota, School of Business, earned the Certified Financial Planner designation through the College of Financial Planning in Denver, Colorado, and earned the Chartered Financial Consultant designation through the American College in Bryn Mawr, Pennsylvania.
Postes actifs de Larry Valtinson
| Sociétés | Poste | Début |
|---|---|---|
Valtinson Bruner Financial Planning LLC
 Valtinson Bruner Financial Planning LLC Investment ManagersFinance VBFP formulates an investment strategy for a specific client based upon the objectives stated by the client during consultations. Security analysis methods may include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, asset allocation, mutual fund and ETF analysis, and sector rotation analysis. | Directeur Général | 01/08/2018 |
Anciens postes connus de Larry Valtinson
| Sociétés | Poste | Fin |
|---|---|---|
Woodbury Financial Services, Inc.
 Woodbury Financial Services, Inc. Investment ManagersFinance WFS use fundamental and technical analysis in analyzing investments. The firm’s advisory services are designed for strategic long-term investing. They utilize a variety of strategies for their co-advisory accounts, and, as such, have no specific overriding investment strategy. | Corporate Officer/Principal | 01/08/2018 |
Formation de Larry Valtinson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Woodbury Financial Services, Inc.
Woodbury Financial Services, Inc. Investment ManagersFinance WFS use fundamental and technical analysis in analyzing investments. The firm’s advisory services are designed for strategic long-term investing. They utilize a variety of strategies for their co-advisory accounts, and, as such, have no specific overriding investment strategy. | Finance |
Valtinson Bruner Financial Planning LLC
Valtinson Bruner Financial Planning LLC Investment ManagersFinance VBFP formulates an investment strategy for a specific client based upon the objectives stated by the client during consultations. Security analysis methods may include fundamental analysis, technical analysis, quantitative analysis, qualitative analysis, asset allocation, mutual fund and ETF analysis, and sector rotation analysis. | Finance |
