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Andrew Martin Hudson

Morningstar Investment Management LLC

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About Andrew Martin Hudson

Andrew Martin Hudson is an investment advisor representative with Morningstar Investment Management LLC in Chicago, Illinois. Andrew has been in the industry since 2011 and is registered with the state of Ohio. Andrew has worked with Charles Schwab & Co., Inc. and Charles Schwab Bank in the past. Andrew holds the Series 66, Series 7 and SIE licenses. Andrew's specializations include retirement planning, investment management for individuals, businesses, investment companies, and pooled investment vehicles, and selection of other advisors.

Firm Information

Andrew Hudson is currently registered with Morningstar Investment Management LLC. Morningstar Investment Management LLC is a Chicago, IL-based investment advisor managing over $54.7 billion in assets for individuals, pooled investment vehicles, investment companies, and other clients. They offer portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. They also provide pension consulting and selection of other advisors.
Morningstar Investment Management LLC

22 WEST WASHINGTON STREET

CHICAGO, IL 60602

$54.69B

Assets Under Management

1.71M

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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

Technology licensing fees, percentage of assets under advisement

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Andrew Hudson’s Registration & Firm History

IL

10/12/2023 - Present

Morningstar Investment Management LLC (CHICAGO IL)

OH

01/01/2011 - 04/17/2023

CHARLES SCHWAB & CO., INC. (Richfield OH)

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Licenses & Designations

BOTH

Issued 05/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Martin Hudson.
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