Financial Staff

Larry Valtinson ChFC

CERTIFIED FINANCIAL PLANNERTM

Larry@ValtinsonFinancial.com

 

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 RICP®

CERTIFIED FINANCIAL PLANNERTM

Rob@ValtinsonFinancial.com

 

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 20 years. He earned the Certified Financial Planner (CFP®) designation, Chartered Financial Consultant (ChFC) designation and Retirement Income Certified Professional (RICP®) designation.

 


Erik Young

Financial Advisor

Erik@ValtinsonFinancial.com

 

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@ValtinsonFinancial.com

 

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

Account Services Manager

Julie@ValtinsonFinancial.com

 

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@ValtinsonFinancial.com

 

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@ValtinsonFinancial.com

 

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.