linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Henry Hirschfeld

Morningstar Investment Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Henry? Claim Your Profile

About Henry Hirschfeld

Henry Hirschfeld is a Registered Representative associated with Morningstar Investment Management LLC in Chicago, Illinois. Henry is also a Registered Investment Advisor. Henry has been in the industry since 2022 and is currently registered in Illinois. Henry received the Series 65 Uniform Investment Adviser Law Examination certification in 2024. Henry's other business activities include working as a fitness trainer for Chicago Elite Fitness, LLC.

Firm Information

Henry Hirschfeld 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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Technology licensing fees, percentage of assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Henry Hirschfeld’s Registration & Firm History

IL

01/10/2025 - Present

Morningstar Investment Management LLC (CHICAGO IL)

Not sure if Henry Hirschfeld is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Hirschfeld.
Not sure if Henry Hirschfeld is right for you?