Kenneth Lavon Chambers
Investment adviser representative at Morningstar Investment Management LLC
10 yearsExperience
2 statesRegistered in
$87.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Morningstar Investment Management LLCJun 2025 to now
- Morningstar Investment Services LLCNov 2022 to now
- Brinker Capital SecuritiesNov 2021 to now
- Orion Portfolio Solutions, LLCNov 2021 to now
- State Street Global Advisors Funds Distributors, LLCOct 2019 to Nov 2021
- State Street Global Advisors Trust CompanyOct 2019 to Nov 2021
- Longboard Asset ManagementJul 2018 to Aug 2019
- Transamerica Capital IncJul 2017 to Aug 2018
- Northwestern Mutual Investment Services LLCOct 2016 to Jun 2017
- Northwestern Mutual Life Insurance CompanyJan 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, IL).
Morningstar Investment Management LLC
$87.8BAssets managed
515,981Clients
25Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6590657
- Firm CRD
- 108031