Joshua
Kinnee
Isto Advisors, LLC
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About this Advisor
Joshua Kinnee is a financial advisor based in Lake Forest, Illinois, working with Isto Advisors, LLC. Joshua has previously held positions at Money Concepts Capital Corp, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, and Isto Advisors, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Michigan. Currently, Joshua is part of Isto Advisors, LLC, which operates out of Lake Forest, Illinois. The firm has 1 office and 21 employees. The firm manages assets totaling $765.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Isto Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Isto Advisors, LLC Brokerage Details
$765,669,160
21
2,383
$321,305
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joshua Kinnee Work History
Isto Advisors, LLC
Lpl Financial, LLC
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services
Money Concepts Capital Corp
Disclosures
Please visit the SEC profile of Joshua Kinnee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Isto Advisors, LLC
Troy, MI
Troy, MI
Troy, MI
Lake Forest, IL
Troy, MI
Troy, MI
Troy, MI
Troy, MI
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