AdvisorOS Directory
Claim Profile
SZ

Steven Douglas Zimmerman

MINDFUL ASSET PLANNING LLC·APPLE VALLEY, Minnesota
Unclaimed Profile
14530 PENNOCK AVE, APPLE VALLEY, MN 55124CRD# 1809308Firm CRD# 113965
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
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# 1809308
Firm CRD# 113965
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in APPLE VALLEY?

Browse all registered financial advisors in APPLE VALLEY, Minnesota or claim this profile if it's yours.

Browse APPLE VALLEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in APPLE VALLEY
Susan Kay Zimmerman — MINDFUL ASSET PLANNING LLCMark William Brice — MINDFUL ASSET PLANNING LLCDaniel James Heiar — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile