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Steven Douglas Zimmerman

MINDFUL ASSET PLANNING LLC·APPLE VALLEY, Minnesota
Series 6, Series 7, Series 22, Series 63, Series 65Clean record7 years registeredMINDFUL 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

MINDFUL ASSET PLANNING
Mar 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 63
Series 65
Registration record
First registered · March 29, 2019
Years registered · 7
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 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

Daniel James Heiar
APPLE VALLEY, MN

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