Joshua Kinnee (CRD# 5952543) is an Investment Advisor Representative working at Isto Advisors, LLC in Lake Forest, IL and has over 12 years of experience in the finance industry. Joshua Kinnee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Isto Advisors, LLC | Lake Forest, IL | Jan 2019 - Current | 5 |
| Lpl Financial, LLC | Itasca, IL | Sep 2014 - Dec 2018 | 4 |
| Wealth Enhancement Group | Plymouth, MN | Sep 2014 - Dec 2018 | 4 |
| Wealth Enhancement Brokerage Services | Plymouth, MN | Sep 2014 - Dec 2018 | 4 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Sep 2014 - Dec 2018 | 4 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jul 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- IL
- MI
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Total Assets Under Management766MILLIONS
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Total Number of Accounts2,383ACCOUNTS
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Average Account Value$321,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, IN, MI, TN, TX, WI
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