Steven Douglas Zimmerman
Investment adviser representative at Mindful Asset Planning
19 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$529.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Mindful Asset PlanningJan 2007 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (MN).
Mindful Asset Planning
Legal name: Mindful Asset Planning LLC
$529.5MAssets managed
372Clients
2Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1809308
- Firm CRD
- 113965