Francis A Anello

Morningstar Investment Management LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Morningstar Investment Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

592,301 clients

Average Client Portfolio

$129K average

Assets Under Management

$76.6B

Fee Structure

Financial Planning:Investment management only

Location

22 West Washington Street, Chicago, IL, 60602

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Morningstar Investment Management LLC

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Morningstar Investment Services LLCBroker

August 2021 - June 2025 · 3 yrs 10 mos

Lineweaver Wealth Advisors

July 2020 - March 2021 · 8 mos

Triad Advisors LLCBroker

July 2020 - April 2021 · 9 mos

Charles Schwab & CO., INC.Broker

June 2015 - November 2019 · 4 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.