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Steven Douglas Zimmerman

MINDFUL ASSET PLANNING LLC·APPLE VALLEY, Minnesota
Clean recordMINDFUL ASSET PLANNING LLC
14530 PENNOCK AVE, APPLE VALLEY, MN 55124CRD# 1809308Firm CRD# 113965

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Douglas Zimmerman · APPLE VALLEY, MN
Registration
CRD #1809308 · MINDFUL ASSET PLANNING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Douglas Zimmerman 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
Introduction

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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
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Background

Compensation
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS SUPERVISED
Regulatory
SEC/IARD CRD# 1809308
Firm CRD# 113965
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Douglas Zimmerman offer?
Steven Douglas Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLE VALLEY, Minnesota for a consultation.
What are Steven Douglas Zimmerman's credentials?
Steven Douglas Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Douglas Zimmerman located?
Steven Douglas Zimmerman 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 Steven Douglas Zimmerman charge for services?
Steven Douglas Zimmerman'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

Nicholas John Augustin
APPLE VALLEY, MN
Susan Kay Zimmerman
APPLE VALLEY, MN
Mark William Brice
APPLE VALLEY, MN
Rebecca Marie Sebastian
APPLE VALLEY, MN
Daniel James Heiar
APPLE VALLEY, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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