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Our Staff

Larry Valtinson, ChFC
Certified Financial Planner™

Larry has been helping his clients meet their financial planning goals for the past 33 years. Larry attended the University of Minnesota, School of Business, earned the Certified Financial Planner™ (CFP®) designation through the College of Financial Planning in Denver, Colorado, and earned the Chartered Financial Consultant (ChFC) designation through the American College in Bryn Mawr, Pennsylvania. Larry is an Investment Advisor Representative of Woodbury Financial Services.

Rob Bruner, ChFC
Certified Financial Planner™

Rob loves sorting through financial data and crafting a plan that meets our client’s goals. He is especially passionate about developing retirement income plans. He strongly believes that a clear plan for providing monthly income leads to retirement happiness and fulfillment. Rob has been in the financial services industry for 18 years. He earned the Certified Financial Planner (CFP®) designation and Chartered Financial Consultant (ChFC) designation.

Erik Young
Financial Advisor

Erik helps to make sure clients have the right team put together to accomplish their goals. He coordinates with all the specialists essential in the creation, development, and ongoing management of a successful plan or strategy. Erik is dedicated to helping people grow and protect their assets through the utilization of customized financial strategies. Erik has been in the financial services industry since 2005.

Debbie Kordiak
Series 6 & Series 63

Debbie has worked at Valtinson Financial Services for 15 years and holds Series 6 and Series 63 licenses. Debbie prepares for client meetings and updates portfolios for client investment reviews and analysis. She also handles the mutual fund trades and fixed annuity applications along with any distributions or maintenance on annuity products.

Julie Irving

Julie Irving
Account Services Manager

Julie has worked with Larry since January of 2007. She comes from a legal background with an Associate’s Degree in Applied Sciences. As the Account Services Manager, she handles opening and transferring of accounts, distributions, as well as the maintenance of brokerage accounts. She also assists with our client’s medical and life insurance needs.

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

Aaron joined Valtinson-Bruner Financial Services in October 2013 after working a number of years in banking and finance. Aaron assists in preparing for meetings with both Rob's & Erik’s clients He opens accounts, prepares paperwork, and processes trades. Talk to Aaron if you have general questions, would like to set up an appointment, want to request funds, need copies of documents, or need assistance gaining access to your accounts online.

Kelly Godfrey
Administrative Services


Kelly joined the Valtinson Financial Services team in August of 2017 and is the first point-of-contact at the front desk. She answers and directs phone calls and sets appointments. Kelly assists the Valtinson team with many of the administrative needs they have so they can concentrate on taking care of our clients.

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

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 | |

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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