Max Schankerman
Investment adviser representative at Morningstar Investment Management LLC
10 yearsExperience
1 stateRegistered 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 2023 to now
- Jackson National Life Distributors, LLCMar 2021 to Nov 2023
- Dpl Financial PartnersJan 2021 to Feb 2021
- The Leaders Group, Inc.Jan 2021 to Feb 2021
- Jackson National Life Distributors LLCOct 2018 to Jan 2021
- Nashville Center for Rehabilitation and Healing, LLC.Dec 2017 to Sep 2018
- Trevecca Center for Rehabilitation and Healing, LLC.Oct 2017 to Nov 2017
- Lincolnshire Health and Rehabilitation Center, LLC.May 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7027306
- Firm CRD
- 108031