Paul E. Housey

ISTO ADVISORS

Troy, MI 48084

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CRD#: 3032339

Professional summary

Paul Edmund Housey, CFP®, CLU®, who also goes by Paul Housey, is a registered financial advisor currently at ISTO ADVISORS, LLC located in Troy, Michigan.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Housey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 06/28/2013 - Building Bridges - NOT INV REL - Community, Civic and Charitable Board - 10% TIME SPENT - Founder 2. 06/28/2013 - FlipSide Stories, LLC - NOT INV REL - Family Business - NO TIME SPENT 3. 06/28/2013 - Non-Variable Insurance - INV REL - Fixed Life & Annuity - 5% TIME SPENT 4. 06/28/2013 - Snook Housey Advisors, INC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 90% TIME SPENT 5. 07/11/2013 - FlipSide Consulting - INV REL - Registered Investment Advisor - Hybrid - 90% TIME SPENT 6. 07/30/2014 - Housey Financial Network - INV REL - 2150 Butterfield Dr. Suite 220, Troy, MI 48084 - DBA for LPL Business (entity for LPL business) - START 01/01/2015 - 40 HOURS PER MONTH - FlipSide Consulting (RIA), I would also do fixed insurance business outside of LPL through this entity. 7. 09/18/2014 - HOUSEY FINANCIAL - INV REL - 2150 Butterfield Dr., Suite 220 Troy MI 48084 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 200 HOURS - TROY, MI

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edmund Housey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

CLU^®

Chartered Life Underwriter

Experience

Current

September 30, 2016 - Present

ISTO ADVISORS, LLC

Office #1: 2150 Butterfield Drive #220, Troy, MI 48084

RIA

CRD#: 284560

Troy, MI

Past

July 1, 2013 - August 30, 2016

LPL FINANCIAL LLC

CRD#: 6413

TROY, MI

Past

January 17, 2013 - August 10, 2017

SNOOK HOUSEY ADVISORS, INC.

RIA

CRD#: 165144

TROY, MI

Past

June 23, 2010 - July 1, 2013

NORTHSTAR FINANCIAL PARTNERS, INC.

RIA

CRD#: 107708

TROY, MI

Past

February 3, 2003 - July 1, 2013

NORTHSTAR FINANCIAL PARTNERS, INC.

CRD#: 107708

TROY, MI

Past

January 17, 2000 - January 31, 2003

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ISTO ADVISORS, LLC

BRIDGE TOWER, LLC | ISTO ADVISORS, LLC

CRD#: 284560 / SEC#: 801-108409

RIA

Registered Investment Advisory firm - (9/30/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/3/2020)

IAR

Michigan
(9/30/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/27/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/5/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2000

General Securities Representative Examination

Current Firm

ISTO ADVISORS, LLC

BRIDGE TOWER, LLC | ISTO ADVISORS, LLC

CRD#: 284560 / SEC#: 801-108409

RIA

Registered Investment Advisory firm - (9/30/2016 Approved)

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Contact information

Main Address

2150 Butterfield Drive Suite 220, Troy, MI 48084

Mailing Address

Phone number

(248) 458-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	2,548
AUM (Assets Under Management)	$ 871,638,436

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2024	Cover Page	Report
04/28/2024	Cover Page	Report
01/23/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Paul E. Housey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edmund Housey's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

SNOOK HOUSEY ADVISORS, INC.

NORTHSTAR FINANCIAL PARTNERS, INC.

NORTHSTAR FINANCIAL PARTNERS, INC.

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ISTO ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/27/2000

Series 65

Date: 3/5/1998

SIE

Date: 8/30/2016

Series 7

Date: 1/12/2000

Current Firm

ISTO ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ISTO ADVISORS, LLC

TRUST BUT VERIFY

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