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).

By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    1,911
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Mindful Asset Planning
Showing 1 - 1 of 1 top financial advisors.
1
Steven D. Zimmerman
CRD#: 1809308
14530 Pennock Ave, Apple Valley, MN 55124

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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