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Kathryn Mary Gillman

Isto Advisors, LLC

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About Kathryn Mary Gillman

Kathryn Mary Gillman is a financial advisor with over 15 years of experience in the financial services industry. Kathryn is a Certified Financial Planner™ professional and holds Series 7 and 63 securities licenses. She currently works for Isto Advisors, LLC and has previously been registered with Regal Securities, Inc. and Northstar Financial Partners, Inc. Kathryn serves individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Kathryn offers financial planning, portfolio management, and pension consulting services.

Firm Information

Kathryn Gillman 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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Kathryn Gillman’s Registration & Firm History

MI

01/03/2020 - Present

Isto Advisors, LLC (TROY MI)

IL

09/28/2012 - 10/28/2016

REGAL SECURITIES, INC. (LAKE FOREST IL)

IL

01/29/2003 - 10/26/2012

NORTHSTAR FINANCIAL PARTNERS, INC. (LAKE FOREST IL)

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Licenses & Designations

BC

Issued 02/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Mary Gillman.
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