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MORNINGSTAR INVESTMENT SERVICES LLC
MORNINGSTAR INVESTMENT SERVICES LLC
CHICAGO, Illinois
·
8 registered advisors
·
CRD# 112525
SEC# 801-60401
14
312-696-6000
01
Firm Overview
AUM
$12.0B
Regulatory assets under management
Employees
69
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: AUA
03
Specialties
Investment Management
Wealth Management
04
Advisors at MORNINGSTAR INVESTMENT SERVICES LLC
8 registered advisors
Angela Lynne Larson
CHICAGO, Illinois
CRD# 5490162
Donald Scott Schilling
CHICAGO, Illinois
CRD# 2659998
James Roth Downing
CHICAGO, Illinois
CRD# 5514806
John Douglas Harris
CHICAGO, Illinois
CFP
CRD# 2629813
Jonathan Graham Linstra
CHICAGO, Illinois
CRD# 2470755
Lori Ann Loftus
CHICAGO, Illinois
CRD# 4649994
Peter John Dugery
CHICAGO, Illinois
CRD# 2740986
Scott Allen Wentsel
CHICAGO, Illinois
CRD# 1667497
05
Office Locations
CHICAGO, Illinois
8 advisors
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Data sourced from SEC Form ADV filings. MORNINGSTAR INVESTMENT SERVICES LLC (CRD# 112525) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.