Find a Financial Professional
in Minnesota

Robert Bruner

CFP

Valtinson Bruner Financial Planning

I have been working in the financial services industry since college. Over these 23 years my love for this profession has grown every year. I get fired up gathering all my clients information and formulating a plan that fits their values. Nothing makes me happier than getting a call or email from a client saying "I just worked my last day and we're headed to Hawaii next week" My focus is on individuals and couples already retired or looking to retire in the next 5 years. If you can see retirement on the horizon and want to figure out the best way to get there, we would work well together. I am a voracious reader and keep on top of all the latest planning strategies. I've earned 3 industry designations - Certified Financial Planner ™ , Retirement Income Certified Professional™ and Chartered Financial Consultant™. My services cover all areas of the financial plan (cash flow, taxes, health insurance, income planning, long-term care, estate planning, required minimum distributions, gifting strategies), not just investments. I will help you make all the big decisions in retirement and be your partner for life. ‍

Andrew Windschitl

Financial Advisor

UBS Financial Services, Inc.

As a native to Central Minnesota, Andrew understands the value that Minnesotans hold in family, loyalty and maintaining their legacy. Throughout his life he has learned that in order to better himself, he must work to better the community around him. After receiving his Bachelor of Science Degree in Finance from St. Cloud State University in 2015, he chose to pursue the path as a Wealth Manager for UBS Financial Services. Throughout college he spent time as an intern for UBS and it was then that he found that he could make a true impact on the financial health and well-being in the community that he calls home. Now, six years later, strengthening the financial fabric of his neighbors in this community and using his expertise to assist in educating his clients and their families has given him the opportunity to do just that. In addition to his degree in finance, he also holds his Series 7 and 66 licenses as well as his Minnesota Insurance License. Andrew is CERTIFIED FINANCIAL PLANNER® Professional. Andrew currently serves as Fundraising Director of the Saint Cloud Rotaract Club. He is also a Director for the Stearns County Chapter of Pheasants Forever and a Board Member for the Stearns History Museum. He enjoys spending his time traveling, hunting, fishing, camping, cooking, reading and cheering on the Minnesota Vikings. He currently resides in Sauk Rapids, MN with his wife, Kim, daughter, Rosalie, and son, Oliver.

Mitchell Thompson

Financial Advisor

MJT & Associates Financial Advisory Group

Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners, and other financial professionals to help ensure that all of his clients’ financial needs are met. Mitchell has been working in the financial service industry since 1998. He formed MJT & Associates in 2000. Mitchell earned his Certified Financial Planner™ (CFP®) designation in 2006, his Certified Divorce Financial Analyst™ (CDFA®) designation in 2018, and his Chartered Special Needs Consultant® (ChSNC®) designation in 2020. He is an active member of the Society of Financial Service Professionals (SFP), Institute for Divorce Financial Analysts (IDFA™), Collaborative Law Institute, and Twin Cities Estate Planning Council.

Derek Van Calligan

Wealth Advisor and Director of Investment Research

Allodium Investment Consultants

Derek Van Calligan is a wealth advisor and director of investment research at Allodium Investment Consultants. He has spent his career as an advisor building holistic financial plans for individuals and families, and he believes that being objective is the best way to deliver financial advice. Derek became a shareholder in the firm in 2024. He earned a Bachelor of Science in personal finance from the University of Wisconsin-Madison. He has also been awarded the Accredited Investment Fiduciary® (AIF®) Designation, the Retirement Income Certified Professional (RICP®) designation, and the Certified Investment Management Analyst (CIMA®) certification.

As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Karly leads prospective clients through their initial financial analysis. In this role, she helps individuals and families simplify complexity by bringing every part of their financial life, including investm... One thing I want my clients to know about me is... You don't get one advisor—you get The Mather Group. We deliver personalized financial guidance backed by a full team of specialists who coordinate investment, tax, and estate planning to help you live the life you've envisioned.

Dave Bromelkamp is the founder of Allodium Investment Consultants, where he serves as president and CEO. Dave also serves on Allodium’s Executive Committee and Investment Committee. He has more than 33 years of investment management consulting experience with both institutional and individual invest...