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Kenneth Lavon Chambers

Morningstar Investment Services LLC

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About Kenneth Lavon Chambers

Kenneth Lavon Chambers is an investment advisor representative at Morningstar Investment Services LLC. Kenneth has been in the industry since 2017. Kenneth holds Series 63, Series 65, Series 7 and SIE licenses and has experience in a variety of financial fields. Kenneth is registered in Arizona and Illinois and provides financial advice to individuals, corporations and businesses.

Firm Information

Kenneth Chambers 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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Kenneth Chambers’s Registration & Firm History

IL

05/03/2024 - Present

Morningstar Investment Services LLC (CHICAGO IL)

PA

11/23/2021 - 09/01/2022

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

AZ

12/03/2019 - 11/11/2021

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Scottsdale AZ)

CO

07/17/2017 - 08/03/2018

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

06/05/2017 - 07/05/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 05/25/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Lavon Chambers. Review regulatory record here.
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