Joshua D. Kinnee

ISTO ADVISORS

Lake Forest, IL 60045

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CRD#: 5952543

Professional summary

Joshua David Kinnee, CFP®, who also goes by Joshua D Kinnee, is a registered financial advisor currently at ISTO ADVISORS, LLC located in Lake Forest, Illinois.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua D Kinnee

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.

Treasurer of the Board of Trustees of Arlington Countryside Church; 916 E. Hintz Road, Arlington Heights, IL 60004; Duties include participation in board meetings, oversight of church funds, liaison between board of trustees and financial planning team, co-signatory on checks, and additional duties as assigned by the Chairman; non investment-related and non-compensated; approximately two hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Kinnee'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: 2018

Experience

Current

January 4, 2019 - Present

ISTO ADVISORS, LLC

Office #1: 580 N. Western Avenue, Lake Forest, IL 60045

RIA

CRD#: 284560

Lake Forest, IL

Past

October 9, 2014 - December 26, 2018

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

ITASCA, IL

Past

October 2, 2014 - December 21, 2018

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

CRD#: 130139

PLYMOUTH, MN

Past

September 29, 2014 - December 21, 2018

LPL FINANCIAL LLC

CRD#: 6413

ITASCA, IL

Past

August 29, 2011 - September 5, 2014

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

LIBERTYVILLE, IL

Past

August 8, 2011 - September 5, 2014

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

LIBERTYVILLE, IL

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
(1/4/2019)

IAR

Michigan
(1/3/2020)

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

IAR

Series 66

Date: 8/26/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2011

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

Joshua D. Kinnee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Kinnee's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

LPL FINANCIAL LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

Primary Firm SEC Registration

ISTO ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2011

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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