Vanessa
Atwood
Morningstar Investment Services LLC
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About this Advisor
Vanessa Atwood is a financial advisor based in Chicago, Illinois, working with Morningstar Investment Services LLC. Vanessa has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, The Torch Newspaper, Gresham Partners, LLC, Apex, and Morningstar Investment Management LLC. Vanessa has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Vanessa is part of Morningstar Investment Services LLC, which operates out of Chicago, Illinois. The firm has 14 offices and 69 employees. The firm manages assets totaling $12.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Morningstar Investment Services LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morningstar Investment Services LLC Brokerage Details
$11,970,300,000
69
59,686
$200,555
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Vanessa Atwood Work History
Morningstar Investment Management LLC
Apex
Merrill Lynch, Pierce, Fenner & Smith Inc
Gresham Partners, LLC
The Torch Newspaper
Disclosures
Please visit the SEC profile of Vanessa Atwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morningstar Investment Services LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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