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
| Title | President (ria Only) |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Morningstar Investment Management LLC
| Title | Co-President, Morningstar Wealth |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |