Morningstar Investment Services LLC

Morningstar Investment Services LLC (CRD# 112525) is a financial advisory firm headquartered in Chicago, IL. They manage $10,671,700,000 in 59,512 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,672
    MILLION
  • Total Number of Accounts
    59,512
    ACCOUNTS
  • Average Account Value
    $179,320
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 Services LLC
Showing 1 - 10 of 21 top financial advisors.
1
Maxwell B. Bromley
CRD#: 6465481
22 W Washington St, Chicago, IL 60602

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.

2
Kara I. Brosio
CRD#: 6900512
22 West Washington Street, Chicago, IL 60602

Kara Brosio (CRD# 6900512) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 5 years of experience in the finance industry.

3
Sara E. Buffington
CRD#: 6713488
22 W Washington Street, Chicago, IL 60602

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.

4
Jay C. Dolan
CRD#: 6796601
22 West Washington Street, Chicago, IL 60602

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.

5
Steven B. Geiger
CRD#: 2676157
22 W Washington St, Chicago, IL 60602

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.

6
Michael E. Grover
CRD#: 6445276
22 West Washington Street, Chicago, IL 60602

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.

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

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.

8
Sara F. Kasun-Fretz
CRD#: 4904519
22 W Washington St, Chicago, IL 60602

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.

9
Daniel J. Kim
CRD#: 6930422
22 W Washington St, Chicago, IL 60602

Daniel Kim (CRD# 6930422) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 5 years of experience in the finance industry.

10
Matthew J. Ochoa
CRD#: 5211546
22 W Washington Street, Chicago, IL 60602

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.

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