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Aaron Brent Peterson

Morningstar Investment Services LLC

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About Aaron Brent Peterson

Aaron Brent Peterson is an Investment Advisor Representative with Morningstar Investment Services LLC. Aaron has been in the industry since May 6, 1996. He has worked at several other firms in the past, including WM Financial Services, Inc., OrbitEx Funds Distributor, Inc., and Fidelity Brokerage Services LLC. Aaron is registered with the state of California, Illinois and Utah as an Investment Advisor Representative. He holds the Series 63, 65, 7 and SIE licenses.

Firm Information

Aaron Peterson is currently registered with Morningstar Investment Services LLC. Morningstar Investment Services LLC is a Limited Liability Company formed in 2000. Based in Chicago, IL, the firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. It also offers selection of other advisers services. The firm has a strong track record with over 59,686 accounts and more than $11.97 billion in regulatory assets under management. Morningstar Investment Services LLC is registered with the SEC and is licensed to operate in Illinois.
Morningstar Investment Services LLC

22 WEST WASHINGTON STREET

CHICAGO, IL 60602-1605

$11.97B

Assets Under Management

9

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

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Aaron Peterson’s Registration & Firm History

IL

07/06/2021 - Present

Morningstar Investment Services LLC (CHICAGO IL)

CA

01/27/2003 - 09/17/2003

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CT

08/28/2000 - 11/05/2002

ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)

RI

01/12/1996 - 08/16/2000

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 10/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Brent Peterson.
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