Adam John Legg
Investment adviser representative at Isto Advisors, LLC
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
14 years in the industry.
- Isto Advisors, LLCAug 2022 to now
- Stonebridge Financial Partners, LLCFeb 2019 to Jul 2022
- Northwestern MutualMay 2015 to Feb 2019
- Boulder Pointe Golf ClubAug 2012 to Nov 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
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
- 6491413
- Firm CRD
- 284560