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Daniel Needham

President (ria Only)Morningstar Investment Services LLCCRD 6462438

About Daniel Needham

Daniel Needham is listed as President (ria Only) at Morningstar Investment Services LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%. Daniel Needham is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Morningstar Investment Services LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Needham work?

Daniel Needham is listed as President (ria Only) at Morningstar Investment Services LLC on SEC Form ADV.

How much of Morningstar Investment Services LLC does Daniel Needham own?

Form ADV reports a beneficial ownership band of Under 5%.

Morningstar Investment Services LLC

TitlePresident (ria Only)
OwnershipUnder 5%
Control personYes
Since2015
View Morningstar Investment Services LLC →

Morningstar Investment Management LLC

TitleCo-President, Morningstar Wealth
OwnershipUnder 5%
Control personYes
Since2015
View Morningstar Investment Management LLC →