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Ryan Michael Walker

Investment adviser representative at Morningstar Investment Management LLC
11 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

11 years in the industry.

  1. Morningstar Investment Management LLCMay 2025 to now
  2. Morningstar Investment Services LLCApr 2023 to now
  3. UnemployedDec 2022 to Apr 2023
  4. PlurasightJun 2022 to Dec 2022
  5. Janney Montgomery Scott LLCAug 2020 to Jun 2022
  6. Unemployed (laid Off Due To Covid)Apr 2020 to Aug 2020
  7. Ced (consolidated Electrical Distributors)Jul 2019 to Apr 2020
  8. Loyola University - ChicagoAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7292311
Firm CRD
108031
Advisor's SEC record (opens in a new tab)
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