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Joshua David Kinnee

Isto Advisors, LLC

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About Joshua David Kinnee

Joshua David Kinnee is a financial advisor with over 7 years of experience in the industry. Joshua is currently registered with Isto Advisors, LLC and holds Series 7, SIE, and Series 66 licenses. Joshua has a background with Wealth Enhancement Brokerage Services, LLC, LPL Financial LLC, and Money Concepts Capital Corp. Joshua specializes in financial planning, portfolio management, and pension consulting. Joshua holds the Certified Financial Planner designation.

Firm Information

Joshua Kinnee is currently registered with Isto Advisors, LLC. Isto Advisors, LLC is an investment advisory firm based in Troy, Michigan. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Isto Advisors manages approximately $765.7 million in assets, with the majority of its clients being high-net-worth individuals and charitable organizations. The firm also provides selection of other advisors services.
Isto Advisors, LLC

2150 BUTTERFIELD DRIVE

TROY, MI 48084

$765.67M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Kinnee’s Registration & Firm History

IL

01/03/2020 - Present

Isto Advisors, LLC (Lake Forest IL)

MN

10/02/2014 - 12/21/2018

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)

IL

09/29/2014 - 12/21/2018

LPL FINANCIAL LLC (ITASCA IL)

IL

08/08/2011 - 09/05/2014

MONEY CONCEPTS CAPITAL CORP (LIBERTYVILLE IL)

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Licenses & Designations

BOTH

Issued 08/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua David Kinnee.
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