Erik Young (CRD# 5291724) is an Investment Advisor Representative working at Valtinson Bruner Financial Planning in New Brighton, MN and has over 14 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | Aug 2018 - Current | 5 |
| Erik Young LLC | New Brighton, MN | Jan 2017 - Current | 6 |
| Woodbury Financial Services | New Brighton, MN | Jan 2017 - Aug 2018 | 1 |
| Cetera Advisor Networks | Minneapolis, MN | Jan 2016 - Jan 2017 | 1 |
| Advisornet Insurance | Minneapolis, MN | Jan 2016 - Jan 2017 | 1 |
| Jonathan Hind Financial Group | New Brighton, MN | May 2004 - Dec 2015 | 11 |
| Woodbury Financial Services | New Brighton, MN | May 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- MN
-
Total Assets Under Management431MILLIONS
-
Total Number of Accounts1,637ACCOUNTS
-
Average Account Value$263,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, IA, MN, TX, VA, WI
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