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Kenneth Chambers

Morningstar Investment Management LLC
7 Years of Experience
Chandler, AZ
1 Disclosure
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Kenneth Chambers is a registered investment advisor at Morningstar Investment Management LLC, based in Chandler, AZ, with 7 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 515,981 clients with $88B in assets under management.

Morningstar Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
IM Fee
Planning only
Assets Under Management
$87.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Chandler, AZ

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History

Regulatory History (1)
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Financial
March 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morningstar Investment Management LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Morningstar Investment Services LLCBroker
March 2024 - June 2025 · 1 yr 3 mos
Morningstar Investment Services LLC
December 2023 - June 2025 · 1 yr 6 mos
Orion Portfolio Solutions, LLC
December 2021 - September 2022 · 9 mos
Brinker Capital Securities, LLCBroker
November 2021 - September 2022 · 10 mos
State Street Global Advisors Funds Distributors, LLCBroker
December 2019 - November 2021 · 1 yr 11 mos
Longboard Asset Management
October 2018 - July 2019 · 9 mos
Transamerica Capital, INC.Broker
July 2017 - August 2018 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
June 2017 - July 2017 · 1 mo
State Registrations2 states
AZIL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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