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Financial ADVSR advisor directory · SEC adviser records

Morningstar Investment Management LLC financial advisors in Chicago, IL

Every SEC-registered investment adviser representative at a Morningstar Investment Management LLC office in Chicago, A to Z.

The short answer

14 registered advisors work at Morningstar Investment Management LLC in Chicago, out of 23 at the firm nationwide; it ranks number 63 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Morningstar Investment Management LLC advisors in Chicago, A to Z

Every Morningstar Investment Management LLC advisor →

Morningstar Investment Management LLC advisors in every city and state →Morningstar Investment Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Morningstar Investment Management LLC advisors in other cities

Austin, TX 1Centerville, UT 1Glastonbury, CT 1Heber City, UT 1Leawood, KS 1Nashville, TN 1Rocklin, CA 1St. Augustine, FL 1Tampa, FL 1

Other firms in Chicago

All Chicago advisors →

Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95

Questions

How many financial advisors does Morningstar Investment Management LLC have in Chicago?

14 investment adviser representatives are registered at Morningstar Investment Management LLC offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 23 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Morningstar Investment Management LLC one of the largest advisor employers in Chicago?

Morningstar Investment Management LLC ranks number 63 in Chicago by registered advisors; Morgan Stanley has the most, with 557.

How do I check a Morningstar Investment Management LLC advisor in Chicago?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Morningstar Investment Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.