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Michael Francis Laughlin

Morningstar Investment Services LLC

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About Michael Francis Laughlin

Michael Francis Laughlin is a registered investment advisor representative with Morningstar Investment Services LLC. Michael has been in the financial services industry since 2011 and is licensed to provide investment advice in Illinois and Pennsylvania. Michael has a diverse background in the financial services industry and holds a number of securities licenses, including the Series 6, 7, 24, 63 and 65 licenses, and has worked with Blackrock Investments, LLC in the past. Currently, Michael is registered with Morningstar Investment Services LLC and serves clients in Chicago, IL and Washington Crossing, PA.

Firm Information

Michael Laughlin 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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Michael Laughlin’s Registration & Firm History

IL

05/18/2023 - Present

Morningstar Investment Services LLC (CHICAGO IL)

NJ

10/27/2011 - 11/18/2022

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

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Licenses & Designations

IA

Issued 07/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2021

Series 24 - General Securities Principal Examination

BC

Issued 05/18/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2012

Series 7 - General Securities Representative Examination

BC

Issued 10/26/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Francis Laughlin.
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