Morningstar Investment Management LLC

Morningstar Investment Management LLC (CRD# 108031) is a financial advisory firm headquartered in Chicago, IL. They manage $47,173,700,000 in 250,543 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    47,174
    MILLION
  • Total Number of Accounts
    250,543
    ACCOUNTS
  • Average Account Value
    $188,286
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Morningstar Investment Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
James H. Breitenkamp
CRD#: 2037243
22 West Washington Street, Chicago, IL 60602

James Breitenkamp (CRD# 2037243) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 31 years of experience in the finance industry.

2
Paul R. Dowd
CRD#: 2258730
22 West Washington Street, Chicago, IL 60602

Paul Dowd (CRD# 2258730) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 29 years of experience in the finance industry.

3
Sandie K. Rodda
CRD#: 3244939
22 West Washington Street, Chicago, IL 60602

Sandie Rodda (CRD# 3244939) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 21 years of experience in the finance industry.

4
Francis A. Anello
CRD#: 4483053
22 West Washington Street, Chicago, IL 60602

Francis Anello (CRD# 4483053) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 6 years of experience in the finance industry.

5
Kirby P. Lawson
CRD#: 6715071
22 West Washington, Chicago, IL 60602

Kirby Lawson (CRD# 6715071) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has 1 year of experience in the finance industry.

6
Trevor J. Santoro
CRD#: 7288515
22 West Washington Street, Chicago, IL 60602

Trevor Santoro (CRD# 7288515) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has 1 year of experience in the finance industry.

7
Hannah L. Walls
CRD#: 6353477
Columbus, OH

Hannah Walls (CRD# 6353477) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Columbus, OH and has over 7 years of experience in the finance industry.

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