TrueAdvisor
TrueAdvisor
JS
CFA
JS
CFA
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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

901 3rd Ave S, Minneapolis, MN, 55402-3367

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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.

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Employment History
Current Registrations
Morningstar Investment Management LLC
October 2025 - Present · 4 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
August 2024 - June 2025 · 10 mos
Ameriprise Financial Services, LLC
August 2024 - June 2025 · 10 mos
American Enterprise Investment Services INC.Broker
August 2024 - June 2025 · 10 mos
Strategiq Financial Group, LLC
November 2022 - October 2023 · 11 mos
William Blair & Company L.L.C.
August 2013 - July 2022 · 8 yrs 11 mos
William BlairBroker
February 2013 - July 2022 · 9 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.