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Larry Valtinson
Amministratore Delegato presso
Valtinson Bruner Financial Planning LLC
Profilo
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.
Posizioni attive di Larry Valtinson
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/08/2018 |
Precedenti posizioni note di Larry Valtinson
| Società | Posizione | Fine |
|---|---|---|
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 |
Formazione di Larry Valtinson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
5
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
