McNellis & Asato, Ltd. Information
Contact top employees from
McNellis & Asato, Ltd.
Summary
Founded in 1970, McNellis & Asato, Ltd. is a Minnesota-based boutique wealth management firm committed to providing financial services to individuals, families, and businesses. We offer a team approac...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Planning, Portfolio Management, Retirement Planning, Alternative Investments, Education Planning, Estate, Charitable & Giving Trusts, Longevity Planning
Founded
1970
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at McNellis & Asato, Ltd. shows a diverse range of experience levels:
7% have been with the company for less than 1 year14% for 1–2 years21% for 3–4 years14% for 5–7 years14% for 8–10 years29% have over 11 years of service at McNellis & Asato, Ltd.Contact top employees from
McNellis & Asato, Ltd.
Thomas Gleason
Customer Service Associate
Marsha Virgin
Business Manager, Registered Representative
Jennifer Cole
Senior Client Services Associate
Steven Smith
Branch Strategy Assistant | RJFS
Soojin Kim
Branch Professional
Jasmine Horrach
Associate Portfolio Administrator
Luke Westholder
Client Service Associate & Marketing Specialist
Ian Miller
Financial Assistant
