Joshua David Kinnee
Investment adviser representative at Isto Advisors, LLC
12 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
12 years in the industry.
- Isto Advisors, LLCJan 2019 to now
- LPL Financial, LLCSep 2014 to Dec 2018
- Wealth Enhancement Advisory ServicesSep 2014 to Dec 2018
- Wealth Enhancement Brokerage ServicesSep 2014 to Dec 2018
- Wealth Enhancement GroupSep 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5952543
- Firm CRD
- 284560