TrueAdvisor
TrueAdvisor
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MO

Matthew J Ochoa

Morningstar Investment Management LLC
18 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

Leawood, KS

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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 LLC
June 2010 - June 2025 · 15 yrs
Morningstar Investment Services LLCBroker
March 2007 - June 2025 · 18 yrs 3 mos
Garden State Securities, INC.Broker
September 2006 - December 2006 · 3 mos
State Registrations2 states
ILKS
Advisor
Exams
No exam information available for this advisor.