Inactive

Daniel James Heiar

Mindful Asset Planning

Apple Valley, MN

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Current Employers

Mindful Asset Planning

14530 Pennock Ave, Apple Valley, MN 55124 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-23
MN	RA	APPROVED	2025-02-26

TX RA
APPROVED

Since 2025-07-23
MN RA
APPROVED

Since 2025-02-26

Branch Locations

14530 Pennock Ave, Apple Valley, MN 55124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mindful Asset Planning	Apple Valley	MN	06/2010	Present

06/2010 → Present

Mindful Asset Planning

Apple Valley, MN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-04-10

S63 Uniform Securities Agent State Law Examination

2001-04-10

Designations

Other Names

Dan Heiar

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

HORACE MANN INVESTORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

U.S. BANCORP ADVISORS, LLC

Other Investors

STEVEN DONALD LORENZ

KIT MICHAEL LEARY

Christopher Jay Peterson

MARK GORDON ANDERSON

KEITH MITCHEL NEDERHOED

STEVEN DOUGLAS ZIMMERMAN

JORDAN LANE JOHNSON

Other Offices

LPL FINANCIAL LLC · APPLE VALLEY, MN

EDWARD JONES · BURNSVILLE, MN

HORACE MANN INVESTORS, INC. · BURNSVILLE, MN

STATE FARM INVESTMENT MANAGEMENT CORP. · Burnsville, MN

WELLS FARGO CLEARING SERVICES, LLC · APPLE VALLEY, MN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · APPLE VALLEY, MN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · APPLE VALLEY, MN

LPL FINANCIAL LLC · APPLE VALLEY, MN

More in Apple Valley, MN

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