Morningstar Investment Services LLC

Morningstar Investment Services LLC (CRD# 112525) is a financial advisory firm headquartered in Chicago, IL. They manage $6,812,508,878 in 44,497 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,813
    MILLION
  • Total Number of Accounts
    44,497
    ACCOUNTS
  • Average Account Value
    $153,100
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

Financial Advisors at Morningstar Investment Services LLC
Showing 1 - 10 of 23 top financial advisors.
1
Derek A. Ghia
CRD#: 5413223
22 W Washington Street, Chicago, IL 60602
96
Wealthminder
score

Derek Ghia (CRD# 5413223) 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. Derek Ghia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Aaron J. Balch
CRD#: 4671658
22 W Washington St, Chicago, IL 60602
93
Wealthminder
score

Aaron Balch (CRD# 4671658) 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.

3
Joel A. Casper
CRD#: 3096640
22 W Washington St, Chicago, IL 60602
93
Wealthminder
score

Joel Casper (CRD# 3096640) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 15 years of experience in the finance industry.

4
Peter J. Dugery
CRD#: 2740986
22 W Washington Street, Chicago, IL 60602
93
Wealthminder
score

Peter Dugery (CRD# 2740986) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 16 years of experience in the finance industry.

5
Steven B. Geiger
CRD#: 2676157
22 W Washington Street, Chicago, IL 60602
93
Wealthminder
score

Steven Geiger (CRD# 2676157) 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.

6
John M. Green
CRD#: 2104441
22 W Washington St, Chicago, IL 60602
93
Wealthminder
score

John Green (CRD# 2104441) 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.

7
Adam J. Herakovich
CRD#: 4779078
22 W Washington St, Chicago, IL 60602
93
Wealthminder
score

Adam Herakovich (CRD# 4779078) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 13 years of experience in the finance industry.

8
Christopher G. Jacobs
CRD#: 5332565
22 W Washington Street, Chicago, IL 60602
93
Wealthminder
score

Christopher Jacobs (CRD# 5332565) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 10 years of experience in the finance industry.

9
Andrew C. Justice
CRD#: 3077074
22 W Washington Street, Chicago, IL 60602
93
Wealthminder
score

Andrew Justice (CRD# 3077074) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 11 years of experience in the finance industry.

10
Sara F. Kasun
CRD#: 4904519
22 W Washington St, Chicago, IL 60602
93
Wealthminder
score

Sara Kasun (CRD# 4904519) 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.