Joselyn Morales ontiveros
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.
- Morningstar Investment Management LLCSep 2023 to now
- Heritage Planning PartnersDec 2022 to May 2023
- Heritage Planning PartnersJun 2022 to Aug 2022
- University of Illinois Career CenterAug 2021 to Aug 2023
- University of Illinois At Urbana ChampaignAug 2019 to May 2023
- Our Lady of Tepeyac High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7559311
- Firm CRD
- 108031