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Daniel James Heiar

MINDFUL ASSET PLANNING LLC·APPLE VALLEY, Minnesota
Unclaimed Profile
14530 PENNOCK AVE, APPLE VALLEY, MN 55124CRD# 4375558Firm CRD# 113965
01

About

Daniel James Heiar is a registered financial advisor based in APPLE VALLEY, Minnesota, affiliated with MINDFUL ASSET PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MINDFUL ASSET PLANNING LLC
MINDFUL ASSET PLANNING
AUM
$386M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at MINDFUL ASSET PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS SUPERVISED
Regulatory
SEC/IARD CRD# 4375558
Firm CRD# 113965
No disclosures on file
View on FINRA BrokerCheck →

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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 in APPLE VALLEY
Steven Douglas Zimmerman — MINDFUL ASSET PLANNING LLCSusan Kay Zimmerman — MINDFUL ASSET PLANNING LLCMark William Brice — MINDFUL ASSET PLANNING LLCRebecca Marie Sebastian — MINDFUL ASSET PLANNING LLCNicholas John Augustin — MINDFUL ASSET PLANNING LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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