TrueAdvisor
TrueAdvisor
AP
AP

Aaron Brent Peterson

Morningstar Investment Management LLC
29 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Morningstar Investment Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Financial Planning:Investment management only

Location

Heber City, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morningstar Investment Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Morningstar Investment Services LLCBroker
October 2003 - June 2025 · 21 yrs 8 mos
Morningstar Investment Services LLC
October 2003 - June 2025 · 21 yrs 8 mos
Wm Financial Services, INC.Broker
January 2003 - September 2003 · 8 mos
Clarke Lanzen Skalla Investment Firm INC
December 2000 - November 2002 · 1 yr 11 mos
Orbitex Funds Distributor, INC.Broker
August 2000 - November 2002 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
January 1996 - August 2000 · 4 yrs 7 mos
State Registrations3 states
CAILUT
Advisor
Exams
No exam information available for this advisor.