Isao Lee Shoji
Investment adviser representative at Asendo Wealth Advisory
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$866.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Asendo Wealth AdvisoryNov 2019 to now
- Tsg Advice Partners, LLCNov 2019 to now
- Ameriprise Financial Services, Inc.Apr 2006 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Asendo Wealth Advisory
Legal name: Tsg Advice Partners, LLC
$866.5MAssets managed
1,157Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5133809
- Firm CRD
- 305999