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Daniel James Heiar

Mindful Asset Planning

Apple Valley, MN

CRD 4375558

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Employer firm

Mindful Asset Planning CRD 113965

$529M regulatory AUM 372 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Mindful Asset Planning

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Mindful Asset Planning Apple Valley MN 06/2010 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-04-10
  • S63 Uniform Securities Agent State Law Examination
    2001-04-10
Designations
  • Certified Financial Planner
Other Names
  • Dan Heiar

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
HORACE MANN INVESTORS, INC.

Nearby Investors

STEVEN DONALD LORENZ
KIT MICHAEL LEARY
Christopher Jay Peterson

Nearby Offices

LPL FINANCIAL LLC · APPLE VALLEY, MN
EDWARD JONES · BURNSVILLE, MN
HORACE MANN INVESTORS, INC. · BURNSVILLE, MN

More in Apple Valley, MN

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