MINDFUL ASSET PLANNING LLC of APPLE VALLEY, MN is an SEC-registered investment adviser (CRD 113965). Regulatory assets under management: $529.5M.
Compensation: Hourly, Fixed, Other.
Clients served: Individuals, Investment cos.
| 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 | — |