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Morningstar Investment Services LLC

CRD 112525SEC# 801-60401Chicago, IL
Export (members)
No longer SEC-registered. Morningstar Investment Services LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
Accounts
Location
Chicago, IL

Morningstar Investment Services LLC assets under management

Morningstar Investment Services LLC is an investment advisory firm registered with the SEC based in Chicago, IL.

Morningstar Investment Services LLC owners & executives

7 reported
NameTitleOwnershipSince
Angela Lynne Larson ControlInterim Chief Compliance Officer, SecretaryUnder 5%2023
Daniel Kemp ControlChief Research And Investment OfficerUnder 5%2023
Daniel Needham ControlPresident (ria Only)Under 5%2015
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Frequently asked questions

Where is Morningstar Investment Services LLC located?

Morningstar Investment Services LLC is based in Chicago, IL.

Does Morningstar Investment Services LLC disclose fund performance?

Morningstar Investment Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 West Washington Street, Chicago, IL 60602-1605
Office hours9a.m. - 5p.m. Cst
Discloses disciplinary historyNo