# MORNINGSTAR INVESTMENT SERVICES LLC

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

## Registration

- CRD: 112525
- Type: SEC-registered investment adviser
- SEC file number: 801-60401
- Location: 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602-1605
- Phone: 312-696-6000
- Latest filing: 2025-07-22
- Clients: 7

## Business model

- Compensation: Other
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Needham | PRESIDENT (RIA ONLY) | West Palm Beach, FL |
| Daniel Kemp | CHIEF RESEARCH AND INVESTMENT OFFICER | Waltham, MA |
| Joseph Daniel Mansueto | SHAREHOLDER | — |
| Jonathan Graham Linstra | PRESIDENT (BD ONLY) | — |
| Angela Lynne Larson | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| John Douglas Harris | VICE PRESIDENT | — |
| Donald Scott Schilling | FINOP, POO, PFO | — |
| SCHILLING DONALD SCOTT | CCO/FINOP; CHIEF COMPLIANCE OFFICER/FINOP; CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY (+3 more) | — |
| MANSUETO JOSEPH D | SHAREHOLDER | — |
| MANSUETO JOSEPH DANIEL | SHAREHLDR; SHAREHOLDER | — |
| WENTSEL SCOTT ALLEN | VICE PRESIDENT | — |
| FLORENCE THOMAS IBBERSON | PRESIDENT | — |
| LOFTUS LORI ANN | CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| COSTELLO MEEGAN MCDERMOTT | TREASURER | — |
| LUTSCHAUNIG ARTHUR JAMES | CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| HARRIS DOUGLAS | VICE PRESIDENT | — |
| PTAK JEFFREY BARRY | PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| KAPOOR KUNAL | PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| DOWNING JAMES ROTH | FINOP | — |
| DUGERY PETER JOHN | VICE PRESIDENT | — |
| NEEDHAM DANIEL | PRESIDENT; PRESIDENT (RIA ONLY) | — |
| RADGOWSKI MATTHEW JOSEPH | EXECUTIVE VICE PRESIDENT AND TREASURER | — |
| LINSTRA JONATHAN GRAHAM | PRESIDENT; PRESIDENT (BD ONLY) | — |
| Kemp Daniel | CHIEF RESEARCH AND INVESTMENT OFFICER | — |
| LARSON ANGELA LYNNE | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | — |


## Branch offices (24)

_Showing 15 of 24 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 815-409-2003 |
| — | — | 1 | 267-249-2453 |
| — | — | 1 | 213-915-0100 |
| — | — | 1 | 209-815-1613 |
| — | — | 1 | 719-661-3198 |
| — | — | 1 | 978-505-5190 |
| — | — | 1 | 312-244-7782 |
| — | — | 1 | 201-694-3968 |
| — | — | 1 | 312-244-7958 |
| — | — | 1 | 872-371-4294 |
| — | — | 1 | 312-696-6222 |
| — | — | 1 | 872-371-4188 |
| — | — | 1 | 815-409-2003 |
| — | — | 1 | 267-249-2453 |
| — | — | 1 | 213-915-0100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112525/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112525/similar
- Related entities: https://search.stillhousedata.com/firm/112525/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112525

---

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.