# MINDFUL ASSET PLANNING LLC

MINDFUL ASSET PLANNING LLC of APPLE VALLEY, MN is an SEC-registered investment adviser.

## Registration

- CRD: 113965
- Type: SEC-registered investment adviser
- SEC file number: 801-80606
- Location: 14530 PENNOCK AVE, APPLE VALLEY, MN, 55124
- Phone: 952-432-4666
- Latest filing: 2026-04-01
- Regulatory AUM: $529.5M
- Non-discretionary AUM: $529.5M
- Clients: 22
- Accounts: 2,256

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, Investment cos

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Steven Douglas Zimmerman | PRESIDENT; PRESIDENT/CCO | — |
| Susan Kay Zimmerman | VICE PRESIDENT | — |
| Mark William Brice | MEMBER/VICE PRESIDENT | — |
| Daniel James Heiar | MEMBER MANAGER/VICE PRESIDENT | — |
| Rebecca Marie Sebastian | MEMBER/VICE PRESIDENT | — |
| Nicholas John Augustin | MEMBER/CCO V. PRESIDENT; MEMBER/VICE PRESIDENT | — |
| ZIMMERMAN STEVEN DOUGLAS | CCO; MANAGING MEMBER/CCO; PARTNER/CCO (+1 more) | — |
| ZIMMERMAN SUSAN KAY | MEMBER; OWNER; PARTNER (+1 more) | — |
| SEBASTIAN DONNA MARIE | MEMBER; MEMBER/VICE PRESIDENT | — |
| Brice Mark William | MEMBER; MEMBER/VICE PRESIDENT | — |
| HEIAR DANIEL JAMES | MEMBER; MEMBER MANAGER/VICE PRESIDENT | — |
| AUGUSTIN NICHOLAS JOHN | MEMBER; MEMBER/VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113965/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113965/similar
- Related entities: https://search.stillhousedata.com/firm/113965/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113965

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.