Mindful Asset Planning
Mindful Asset Planning (CRD# 113965) is a financial advisory firm headquartered in Apple Valley, MN. They manage $324,127,366 in 1,911 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management324MILLION
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Total Number of Accounts1,911ACCOUNTS
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Average Account Value$169,611
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Mindful Asset Planning
1
Steven Zimmerman (CRD# 1809308) is an Investment Advisor Representative working at Mindful Asset Planning in Apple Valley, MN and has over 36 years of experience in the finance industry.
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