SA
CFP
SA
CFP

Satoru Asato

32 Years of Experience
Bloomington, MN
Broker

Satoru Asato is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bloomington, MN, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8300 Norman Center Dr, Ste 170, Bloomington, MN, 55437

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Satoru is a trustee for a special needs trust for his son since 2000. He is also a partner in Mcnellis & Asato, Ltd, a DBA entity for his independent financial advisory business, since 2017; these activities each take about half of Satoru's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2013 - Present · 12 yrs 7 mos
Raymond James Financial Services, INC.Broker
January 2004 - Present · 22 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - January 2004 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1989 - August 1995 · 5 yrs 9 mos
Morgan Stanley & CO., IncorporatedBroker
October 1985 - December 1988 · 3 yrs 2 mos
State Registrations28 states
AZCACOFLGAILINMAMIMNMOMTNJNMNVNYOHOKORRISCTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Satoru Asato - Financial Advisor | TrueAdvisor