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Angela Lynne Larson

Morningstar Investment Services LLC

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About Angela Lynne Larson

Angela Lynne Larson is a financial professional with over 14 years of experience in the financial services industry. She has been with Morningstar Investment Services LLC since November 2011, previously working at Berthel, Fisher & Company Financial Services, Inc. Angela holds FINRA Series 7, 24, and 99TO licenses as well as the SIE exam. She is also a registered principal with the firm. Angela is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Angela Larson 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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Angela Larson’s Registration & Firm History

IL

11/11/2011 - Present

Morningstar Investment Services LLC (CHICAGO IL)

IA

05/28/2008 - 09/30/2011

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (MARION IA)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/16/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Lynne Larson.
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