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Daniel James Heiar

MINDFUL ASSET PLANNING LLC·APPLE VALLEY, Minnesota
Series 6, Series 63Clean record1 years registeredMINDFUL ASSET PLANNING LLC
14530 PENNOCK AVE, APPLE VALLEY, MN 55124CRD# 4375558Firm CRD# 113965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel James Heiar · APPLE VALLEY, MN
Registration
CRD #4375558 · MINDFUL ASSET PLANNING LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

MINDFUL ASSET PLANNING
Feb 2025 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · February 26, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MINDFUL ASSET PLANNING LLC
CRD 113965 · SEC 801-80606
AUM
$386M
Regulatory assets under management
Employees
19
2,035 client accounts
Services offered by MINDFUL ASSET PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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05

Frequently Asked Questions

What services does Daniel James Heiar offer?
Daniel James Heiar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLE VALLEY, Minnesota for a consultation.
What are Daniel James Heiar's credentials?
Daniel James Heiar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel James Heiar located?
Daniel James Heiar is based in APPLE VALLEY, Minnesota, working with MINDFUL ASSET PLANNING LLC. Their office serves clients in the APPLE VALLEY metropolitan area and surrounding communities.
How does Daniel James Heiar charge for services?
Daniel James Heiar's firm is compensated through hourly charges, subscription fees, other: percentage of assets supervised. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MINDFUL ASSET PLANNING LLC?
MINDFUL ASSET PLANNING LLC has approximately 19 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MINDFUL ASSET PLANNING LLC

Steven Douglas Zimmerman
APPLE VALLEY, MN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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