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Mindful Asset Planning CRD 113965
$529M regulatory AUM 372 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14530 Pennock Ave, Apple Valley, MN 55124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-03-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mindful Asset Planning | Apple Valley | MN | 01/2007 | Present |
COMMERCIAL PROPERTY OWNER - non-investment related 14530 Pennock Ave, Apple Valley, MN 55124
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-02 |
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