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Joslin F Wilhelm

Morningstar Investment Services LLC

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About Joslin F Wilhelm

Joslin Wilhelm is a financial professional with over a decade of experience in the industry. Joslin is currently registered with Morningstar Investment Services LLC. Prior to that, Joslin was a registered representative with Northern Trust Securities, Inc., Fifth Third Securities, Inc., Lincoln Investment and The O.N. Equity Sales Company.

Firm Information

Joslin Wilhelm 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

Aua

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Joslin Wilhelm’s Registration & Firm History

IL

05/01/2023 - Present

Morningstar Investment Services LLC (CHICAGO IL)

IL

08/29/2014 - 10/13/2022

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

IL

03/23/2012 - 09/08/2014

FIFTH THIRD SECURITIES, INC. (CHICAGO IL)

PA

11/24/2009 - 05/06/2010

LINCOLN INVESTMENT (JENKINTOWN PA)

PA

11/05/2008 - 11/19/2009

THE O.N. EQUITY SALES COMPANY (MONTGOMERYVILLE PA)

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Licenses & Designations

BOTH

Issued 01/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/26/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joslin F Wilhelm.
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