Joshua David Kinnee
Investment Adviser Representative at ISTO Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua David Kinnee is an investment adviser representative with ISTO Advisors, LLC in Lake Forest, IL, where they have been registered since 2019. They have worked in the securities industry since 2011 and have been registered with 3 firms, including Wealth Enhancement Advisory Services, LLC and Money Concepts Advisory Service. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois and Michigan.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCSep 2014 – Dec 2018Itasca, IL
- Wealth Enhancement GroupSep 2014 – Dec 2018Plymouth, MN
- Wealth Enhancement Brokerage ServicesSep 2014 – Dec 2018Plymouth, MN
- Wealth Enhancement Advisory ServicesSep 2014 – Dec 2018Plymouth, MN
- ISTO Advisors, LLCJan 2019 – no end date reportedLake Forest, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ISTO Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- $0 to $250,0002.00%
- Next $250,0001.50%
- Next $500,0001.00%
- Next $1,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning and ongoing advisory partnership.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Troy, MI
- SEC file number:
- 801-108409
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at ISTO Advisors, LLC
10 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua David Kinnee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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