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professional profile

Joshua David Kinnee, CFP

IAR Lake Forest, IL CRD 5952543 Last verified October 2026

Overview

Joshua David Kinnee is an investment adviser representative based in Lake Forest, IL, with 15 years in the industry.

Years in the industry
15
States registered
2
Exams passed
1
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 2 states
  • Series 66

Every state, with registration and license dates

Firms

Employment history since 2011

Book and practice

Firm assets under management on file

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