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Justin Ryan Stender

Morningstar Investment Services LLC

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About Justin Ryan Stender

Justin Ryan Stender is an Investment Advisor Representative registered with Morningstar Investment Services LLC in Chicago, Illinois. Justin has been in the industry since 2000 and has held several positions. Justin has also worked with VAN KAMPEN FUNDS INC. in Houston, Texas. Justin’s current registration is with Morningstar Investment Services LLC, where Justin has been employed since 2003. Justin holds Series 6, 7, 63 and 65 securities licenses and is a registered representative of Morningstar Investment Services LLC.

Firm Information

Justin Stender 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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Justin Stender’s Registration & Firm History

IL

12/09/2003 - Present

Morningstar Investment Services LLC (CHICAGO IL)

IL

03/19/2002 - 02/18/2003

MORNINGSTAR INVESTMENT SERVICES, INC. (CHICAGO IL)

TX

07/26/1999 - 08/23/2001

VAN KAMPEN FUNDS INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/15/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/24/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Ryan Stender.
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