Paul Edmund Housey
Investment adviser representative at Isto Advisors, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
- Pension consulting
Experience
18 years in the industry.
- Isto Advisors, LLCSep 2016 to now
- Flipside Consulting, LLCSep 2012 to now
- Snook Housey AdvisorsJan 2008 to now
- Walsh CollegeJul 2008 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (IL, MI).
Isto Advisors, LLC
$1.1BAssets managed
404Clients
11Advisers
10 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
- 3032339
- Firm CRD
- 284560