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
Nathaniel Poole (CRD# 3277907) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Mill Creek, WA and has over 17 years of experience in the finance industry.
Justin Stender (CRD# 3215025) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 24 years of experience in the finance industry.
Patrick Ashby (CRD# 7825181) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has 1 year of experience in the finance industry.
Vanessa Atwood (CRD# 6907424) 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.
Maria Blanas (CRD# 7703590) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has 1 year of experience in the finance industry.
Riley Larkin (CRD# 7046416) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has 1 year of experience in the finance industry.
Robert McCabe (CRD# 6943285) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 3 years of experience in the finance industry.
Jacob Peiser (CRD# 7262957) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has 1 year of experience in the finance industry.
Edward Reynolds (CRD# 7823563) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has 1 year of experience in the finance industry.
Jeffery Van Dyke (CRD# 7840148) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has 1 year of experience in the finance industry.