MINDFUL ASSET PLANNING LLC

MINDFUL ASSET PLANNING
APPLE VALLEY, Minnesota·2 registered advisors·CRD# 113965
SEC# 801-806060952-432-4666
01

Firm Overview

AUM
$386M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS SUPERVISED
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MINDFUL ASSET PLANNING LLC

2 registered advisors
Daniel James Heiar
APPLE VALLEY, Minnesota
Steven Douglas Zimmerman
APPLE VALLEY, Minnesota
05

Office Locations

APPLE VALLEY, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. MINDFUL ASSET PLANNING LLC (CRD# 113965) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.