Joshua David Kinnee

Employer firm

Isto Advisors, LLC CRD 284560

$1.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 12/2018
  Lpl Financial, Llc
  Itasca, IL
• 09/2014 → 12/2018
  Wealth Enhancement Group
  Plymouth, MN
• 09/2014 → 12/2018
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 09/2014 → 12/2018
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 01/2019 → Present
  Isto Advisors, Llc
  Lake Forest, IL

Previous Registrations

• 2014-10-09 → 2018-12-26
  Wealth Enhancement Advisory Services, Llc
  Itasca, IL
  Plymouth, MN
• 2011-08-29 → 2014-09-05
  Money Concepts Capital Corp
  Waukegan, IL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Wilmington, NC

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-26

Designations

• Certified Financial Planner

Other Names

• Joshua D Kinnee