Morningstar Investment Services LLC
Morningstar Investment Services LLC (CRD# 112525) is a financial advisory firm headquartered in Chicago, IL. They manage $11,970,300,000 in 59,686 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management11,970MILLION
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Total Number of Accounts59,686ACCOUNTS
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Average Account Value$200,555
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Maxwell Bromley (CRD# 6465481) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Kara Brosio (CRD# 6900512) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Sara Buffington (CRD# 6713488) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 7 years of experience in the finance industry.
Jay Dolan (CRD# 6796601) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Steven Geiger (CRD# 2676157) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 25 years of experience in the finance industry.
Michael Grover (CRD# 6445276) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 9 years of experience in the finance industry.
Adam Herakovich (CRD# 4779078) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 19 years of experience in the finance industry.
Sara Kasun-Fretz (CRD# 4904519) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 14 years of experience in the finance industry.
Matthew Ochoa (CRD# 5211546) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Aaron Peterson (CRD# 2668394) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 28 years of experience in the finance industry.