RIA Intelligence

MINDFUL ASSET PLANNING LLC

Legal name: MINDFUL ASSET PLANNING

CRD #113965 SEC #801-80606 APPLE VALLEY, MN 952-432-4666
SEC Registered
Total AUM
$452M
Discretionary
$0
Employees
19
Clients
251
Accounts
2,223

Firm Details

Organization Type
Limited Liability Company
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ZIMMERMAN, STEVEN, DOUGLASIPRESIDENT/CCONA Control
ZIMMERMAN, STEVEN, DOUGLASIPRESIDENT/CCONA Control
ZIMMERMAN, SUSAN, KAYIVICE PRESIDENTNA Control
ZIMMERMAN, SUSAN, KAYIVICE PRESIDENTNA Control
ZIMMERMAN, STEVEN, DOUGLASICCOE Control
ZIMMERMAN, STEVEN, DOUGLASICCOE Control
ZIMMERMAN, STEVEN, DOUGLASICCOE Control
ZIMMERMAN, STEVEN, DOUGLASICCOE Control
ZIMMERMAN, STEVEN, DOUGLASICCOE Control
ZIMMERMAN, SUSAN, KAYIOWNERE Control
ZIMMERMAN, SUSAN, KAYIOWNERE Control
ZIMMERMAN, SUSAN, KAYIOWNERE Control
ZIMMERMAN, SUSAN, KAYIOWNERE Control
ZIMMERMAN, SUSAN, KAYIOWNERE Control
ZIMMERMAN, STEVEN, DOUGLASIPARTNER/CCOD Control
ZIMMERMAN, SUSAN, KAYIPARTNERD Control
AUGUSTIN, NICHOLAS, JOHNIMEMBER/VICE PRESIDENTC Control
AUGUSTIN, NICHOLAS, JOHNIMEMBER/VICE PRESIDENTC Control
BRICE, MARK, WILLIAMIMEMBER/VICE PRESIDENTC Control
BRICE, MARK, WILLIAMIMEMBER/VICE PRESIDENTC Control
HEIAR, DANIEL, JAMESIMEMBER MANAGER/VICE PRESIDENTC Control
HEIAR, DANIEL, JAMESIMEMBER MANAGER/VICE PRESIDENTC Control
SEBASTIAN, REBECCA, MARIEIMEMBER/VICE PRESIDENTC Control
SEBASTIAN, REBECCA, MARIEIMEMBER/VICE PRESIDENTC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, STEVEN, DOUGLASIMANAGING MEMBER/CCOC Control
ZIMMERMAN, SUSAN, KAYIMEMBERC Control
ZIMMERMAN, SUSAN, KAYIMEMBERC Control
ZIMMERMAN, SUSAN, KAYIMEMBERC Control
AUGUSTIN, NICHOLAS, JOHNIMEMBERB Control
AUGUSTIN, NICHOLAS, JOHNIMEMBERB Control
BRICE, MARK, WILLIAMIMEMBERB Control
BRICE, MARK, WILLIAMIMEMBERB Control
Brice, Mark, WilliamIMEMBERB
Brice, Mark, WilliamIMEMBERB
Brice, Mark, WilliamIMEMBERB
Brice, Mark, WilliamIMEMBERB
Brice, Mark, WilliamIMEMBERB
Brice, Mark, WilliamIMEMBERB
HEIAR, DANIEL, JAMESIMEMBERB
HEIAR, DANIEL, JAMESIMEMBERB
HEIAR, DANIEL, JAMESIMEMBERB
HEIAR, DANIEL, JAMESIMEMBERB
HEIAR, DANIEL, JAMESIMEMBERB
HEIAR, DANIEL, JAMESIMEMBERB
HEIAR, DANIEL, JAMESIMEMBERB Control
HEIAR, DANIEL, JAMESIMEMBERB Control
SEBASTIAN, REBECCA, MARIEIMEMBERB Control
SEBASTIAN, REBECCA, MARIEIMEMBERB Control
Sebastian, Rebecca, MarieIMEMBERB
Sebastian, Rebecca, MarieIMEMBERB
Sebastian, Rebecca, MarieIMEMBERB
ZIMMERMAN, SUSAN, KAYIMEMBERB Control
ZIMMERMAN, SUSAN, KAYIMEMBERB Control
ZIMMERMAN, SUSAN, KAYIMEMBERB Control
ZIMMERMAN, SUSAN, KAYIMEMBERB Control
ZIMMERMAN, SUSAN, KAYIMEMBERB Control
AUGUSTIN, NICHOLAS, JOHNIMEMBERA
AUGUSTIN, NICHOLAS, JOHNIMEMBERA
AUGUSTIN, NICHOLAS, JOHNIMEMBERA
Sebastian, Rebecca, MarieIMEMBERA
Sebastian, Rebecca, MarieIMEMBERA
Sebastian, Rebecca, MarieIMEMBERA

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (6)

AZ FL MN NE TX WI

Address

14530 PENNOCK AVE
APPLE VALLEY, MN 55124
United States
Phone: 952-432-4666