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Vice President · Mindful Asset Planning

Susan K. Zimmerman

CRD 1809315 · Named on Form ADV at one SEC-registered adviser

At a glance

Mindful Asset Planning, an SEC-registered private fund adviser based in Apple Valley, MN with $529 million in regulatory assets, lists Susan K. Zimmerman on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.