# MORNINGSTAR INVESTMENT MANAGEMENT LLC

MORNINGSTAR INVESTMENT MANAGEMENT LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 108031
- Type: SEC-registered investment adviser
- SEC file number: 801-56896
- Location: 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
- Phone: 312-696-6000
- Latest filing: 2026-03-27
- Regulatory AUM: $87.8B
- Discretionary AUM: $87.8B
- Clients: 267
- Accounts: 515,981

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Daniel Kemp | CHIEF RESEARCH AND INVESTMENT OFFICER | Waltham, MA |
| Joseph D Mansueto | SHAREHOLDER | — |
| Sara Frances Kasun-Fretz | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| Daniel Edward Needham | CO-PRESIDENT, MORNINGSTAR WEALTH | — |
| Brock Allan Johnson | CO-PRESIDENT, MORNINGSTAR RETIREMENT | — |
| SCHILLING DONALD SCOTT | CHIEF COMPLIANCE OFFICER & SECRETARY; COMPLIANCE OFFICER; COMPLIANCE OFFICER & SECRETARY | — |
| MANSUETO JOSEPH D | CHAIRMAN; SHAREHOLDER | — |
| JOHNSON BROCK ALLAN | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS; CO-PRESIDENT, MORNINGSTAR RETIREMENT; VICE PRESIDENT BUSINESS DEVELOPMENT (+1 more) | — |
| REINKEMEYER PATRICK JOHN | PRESIDENT | — |
| CHEN PENG | PRESIDENT | — |
| WENTSEL SCOTT ALLEN | VICE PRESIDENT | — |
| PHILLIPS FRANCIS J | CHIEF EXECUTIVE OFFICER | — |
| LOFTUS LORI ANN | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| IDZOREK THOMAS MARK | PRESIDENT AND CIO | — |
| KAPLAN EDWARD DAVID | CHIEF INVESTMENT OFFICER; DIRECTOR, QUANTITATIVE RESEARCH; VICE PRESIDENT QUANTITATIVE RESEARCH | — |
| BARDELL RITA KAY | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| SKINNER ROBERT JOHN | VICE PRESIDENT BUSINESS DEVELOPMENT | — |
| ARMOUR TIMOTHY KEENAN | PRESIDENT | — |
| REKENTHALER JOHN ALBERT | PRESIDENT; VICE PRESIDENT OF RESEARCH | — |
| STEVENS SUSAN | DIRECTOR, FINANCIAL PLANNING | — |
| NEEDHAM DANIEL | CO-PRESIDENT; CO-PRESIDENT, MORNINGSTAR WEALTH; PRESIDENT | — |
| RADGOWSKI MATTHEW JOSEPH | MANAGING DIRECTOR | — |
| KRAFCISIN TERESA M | VICE PRESIDENT - DIRECTOR OF FINANCE | — |
| Kemp Daniel | CHIEF RESEARCH AND INVESTMENT OFFICER | — |
| motay rajneesh | HEAD OF ADVICE AND FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108031/similar
- Related entities: https://search.stillhousedata.com/firm/108031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108031

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.