Morningstar Investment Management LLC

Firm record

As recorded in SEC IAPD

Firm CRD

108031

SEC number

801-56896

Firm type

RIA

Assets under management

$87.8B as of Mar 27, 2026

Website

www.linkedin.com/company/morningstar ↗

Phone

312-696-6000

Address

22 West Washington Street, Chicago, IL, 60602

Advisors at this firm

27 in our index · page 1 of 1

• Francis A AnelloCRD 4483053 · Medina, OH
  IA RegisteredRegistration inactive
• Rebecca Lynn BennettCRD 4658991 · Chicago, IL
  IA RegisteredRegistration inactive
• Maria Demitra BlanasCRD 7703590 · Chicago, IL
  IA Registered
• Timothy John BottomlyCRD 4842348 · Cohasset, MA
  IA RegisteredRegistration inactive
• Sara Elizabeth BuffingtonCRD 6713488 · Chicago, IL
  IA RegisteredRegistration inactive
• Kenneth Lavon ChambersCRD 6590657 · Chandler, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Murray Alan CleanerCRD 1672165 · Rocklin, CA
  IA RegisteredRegistration inactive
• Peter John DugeryCRD 2740986 · Haverford, PA
  IA RegisteredRegistration inactive
• Christopher Edward FitzgeraldCRD 2314817 · Chicago, IL
  IA RegisteredRegistration inactive
• Steven Brian GeigerCRD 2676157 · Huntingdon Valley, PA
  IA RegisteredRegistration inactive
• Michael Edward GroverCRD 6445276 · Chicago, IL
  IA Registered
• Adam John HerakovichCRD 4779078 · Chicago, IL
  IA Registered
• Sara Frances Kasun-FretzCRD 4904519 · Chicago, IL
  IA RegisteredRegistration inactive
• Katherine KingsburyCRD 7673587 · Chicago, IL
  IA Registered
• Risa L LamontagneCRD 1248822 · St. Augustine, FL
  IA RegisteredRegistration inactive
• Brian MccarthyCRD 1889464 · Glastonbury, CT
  IA RegisteredRegistration inactive
• Robert David MizaurCRD 5734866 · Chicago, IL
  IA RegisteredRegistration inactive
• Robert Emmet MccabeCRD 6943285 · Tampa, FL
  IA RegisteredRegistration inactive
• Joselyn Morales OntiverosCRD 7559311 · Chicago, IL
  IA Registered
• Matthew J OchoaCRD 5211546 · Leawood, KS
  IA RegisteredRegistration inactive
• Aaron Brent PetersonCRD 2668394 · Heber City, UT
  IA RegisteredRegistration inactive
• Madeline Elizabeth RappCRD 5562629 · Austin, TX
  IA RegisteredRegistration inactive
• Hannah L RitchieCRD 6353477 · Columbus, OH
  IA RegisteredRegistration inactive
• David Trevor RixCRD 2293790 · Centerville, UT
  IA RegisteredRegistration inactive
• Edward Joseph ReynoldsCRD 7823563 · Chicago, IL
  IA Registered
• Max SchankermanCRD 7027306 · Nashville, TN
  IA RegisteredRegistration inactive
• Ryan Michael WalkerCRD 7292311 · Chicago, IL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.