Aaron Michael Dally

Financial advisor at Valtinson Bruner Financial Planning LLC · New Brighton, MN

Last updated 2026-10-10

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Aaron Michael Dally is a financial advisor at Valtinson Bruner Financial Planning LLC in New Brighton, MN, CRD 6095599. Licenses and exams on the registration: Series 66, Series 65. IAPD registration began 2014-01-15.

Registration

CRD number
6095599
Registration status
Active
IAPD registration
2014-01-15
Industry Experience
12 years
Work Experience
13 years
States registered
MN

Licenses and exams

  • Series 66
  • Series 65

Work history

  • 2013-11 to 2018-09 · Woodbury Financial Services, Inc. · New Brighton, MN
  • 2023-02 to Present · Valtinson Bruner Financial Planning LLC · New Brighton, MN
  • 2024-11 to Present · Valtinson Bruner Financial Planning LLC · New Brighton, MN
  • 2013-10 to 2023-02 · Valtinson Bruner Financial Planning LLC · New Brighton, MN

Current employment

SEC IAPD record for Aaron Michael Dally

Valtinson Bruner Financial Planning LLC

Regulatory AUM
$712,000,000
Registered advisors
7
Offices
1
Clients per advisor
284.6 (Very high)
Average AUM per client
$357.4K (Low)
High-net-worth client ratio
9.3% (Low)

Valtinson Bruner Financial Planning LLC: advisors, services and reported ETF investments

About

Aaron Michael Dally is a financial advisor at Valtinson Bruner Financial Planning, operating as Valtinson Bruner Financial Planning LLC in New Brighton, MN. Reported securities licenses include Series 66 and Series 65. The latest record indicates 12 years of industry experience and 13 years of reported work history. Reported roles include Valtinson Bruner Financial Planning LLC, Woodbury Financial Services, Inc., among others.

Valtinson Bruner Financial Planning LLC's firm-level Form ADV reports 7 advisors across 1 offices; approximately 284.6 clients per advisor, average assets per client of $357,430, and regulatory AUM of $712M; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $322M across 127 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Aaron Michael Dally personally.

Reported ETF positions

Valtinson Bruner Financial reports 127 ETF positions worth $322M on Form 13F; the largest are listed.

Largest ETF positions reported by Valtinson Bruner Financial
FundReported value
ICSH — iShares Ultra Short Duration Bond Active ETF$41.1M
BUFR — FT Vest Laddered Buffer ETF$24.2M
EDV — Vanguard Extended Duration Treasury ETF$21.8M
SPYM — State Street SPDR Portfolio S&P 500 ETF$20.3M
VUSB — Vanguard Ultra-Short Bond ETF$16.5M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Valtinson Bruner Financial Planning LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Accountant or Accounting Firm
  • Insurance Company or Agency

Location

388 Cleveland Ave SW, New Brighton, MN 55112

7 advisors at this office.

Valtinson Bruner Financial office in New Brighton, MN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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