MINDFUL ASSET PLANNING LLC

MINDFUL ASSET PLANNING
APPLE VALLEY, Minnesota·6 registered advisors·CRD# 113965
SEC# 801-806060952-432-4666
01

Firm Overview

AUM
$386M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
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

6 registered advisors
Daniel James Heiar
APPLE VALLEY, Minnesota
Mark William Brice
APPLE VALLEY, Minnesota
Nicholas John Augustin
APPLE VALLEY, Minnesota
Rebecca Marie Sebastian
APPLE VALLEY, Minnesota
Steven Douglas Zimmerman
APPLE VALLEY, Minnesota
Susan Kay Zimmerman
APPLE VALLEY, Minnesota
05

Office Locations

APPLE VALLEY, Minnesota
6 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.