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Paul Edmund Housey

Isto Advisors, LLC

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About Paul Edmund Housey

Paul Edmund Housey is an Investment Advisor Representative at Isto Advisors, LLC. Paul has been in the industry since 2000. Paul has a broad background in the financial services industry, having worked for a number of firms in the past. He has a strong focus on financial planning, portfolio management, and pension consulting. He has worked with clients of all types, including individuals, families, businesses, and charitable organizations. Paul is dedicated to helping clients achieve their financial goals.

Firm Information

Paul Housey 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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Paul Housey’s Registration & Firm History

MI

09/30/2016 - Present

Isto Advisors, LLC (Troy MI)

MI

07/01/2013 - 08/30/2016

LPL FINANCIAL LLC (TROY MI)

MI

02/03/2003 - 07/01/2013

NORTHSTAR FINANCIAL PARTNERS, INC. (TROY MI)

TX

01/17/2000 - 01/31/2003

NFP SECURITIES, INC. (AUSTIN TX)

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Licenses & Designations

BC

Issued 01/27/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/05/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Edmund Housey.
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