Morningstar Investment Services LLC
CRD 112525SEC# 801-60401Chicago, IL
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
7
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. It employs 7 people.
Morningstar Investment Services LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Lynne Larson Control | Interim Chief Compliance Officer, Secretary | Under 5% | 2023 |
| Daniel Kemp Control | Chief Research And Investment Officer | Under 5% | 2023 |
| Daniel Needham Control | President (ria Only) | Under 5% | 2015 |
| Jonathan Graham Linstra Control | President (bd Only) | Under 5% | 2021 |
| Morningstar Investment Management Llc Control | Sole Member | Over 75% | 2015 |
| Joseph Daniel Mansueto Control | Shareholder | 25-50% | 1984 |
| Morningstar, Inc. Control | Sole Member | Over 75% | 2015 |
Frequently asked questions
How many employees does Morningstar Investment Services LLC have?
Morningstar Investment Services LLC reports 7 employees.
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
| Address | 22 West Washington Street, Chicago, IL 60602-1605 |
| Office hours | 9a.m. - 5p.m. Cst |
| Discloses disciplinary history | No |
Regulatory AUM
$1.39BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
EmployeesTop 51%
More than 49% of 16,825 advisers