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Brandon Lee

Financial Planning Resident at Mindful Asset Planning

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Graduate from the University of Wisconsin-Madison with a degree in Personal Finance with a focus in financial planning (CFP Board Registered Program). Passed the CFP® exam Fall 2023 and w...

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MINDFUL ASSET PLANNING

MINDFUL ASSET PLANNING

  • description Description
    Who are we? Mindful Asset Planning (MAP) is a comprehensive financial planning and fee-only fiduciary firm that always acts in our clients best interest. MAP provides customized personal fina...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Mindful Asset Planning Org Chart and Mapping

Employees

Erika Steuck

Operational Specialist

Emily Briney

Financial Planning Resident

Derek Feeser

Investment Analysis Associate

Michael Stang

Investment Operations Specialist

Becky Sebastian

Partner / Certified Financial Planner™

Brandon Lee

Financial Planning Resident

Frequently Asked Questions Regarding Brandon Lee

Answer: Brandon Lee works for Mindful Asset Planning as Financial Planning Resident

Answer: Brandon Lee’s role in Mindful Asset Planning is Financial Planning Resident

Answer: Brandon Lee's email address is b***@gmail.com

Answer: Brandon Lee's business email address is b****@zimmermanfinancial.com

Answer: Brandon Lee’s direct phone number is (***)-***-****

Answer: Brandon Lee works in the industry of: Financial Services

Answer: Brandon Lee is the current Financial Planning Resident at Mindful Asset Planning.... Read More

Answer: Brandon Lee works Mindful Asset Planning located at Pennock Ave, Apple Valley, , 55124, Minnesota, 14530, United States

Answer: Mindful Asset Planning's Financial Planning Resident is Brandon Lee

Answer: Brandon Lee contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@zimmermanfinancial.com

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