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KC
KC
Kenneth Lavon Chambers
Morningstar Investment Management LLC
6 Years of Experience
1 Disclosure
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
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Location
22 West Washington Street, Chicago, IL, 60602-1605
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Financial
March 2021
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Morningstar Investment Management LLC
June 2025 - Present · 8 mos
Previous Registrations
Morningstar Investment Services LLC
Broker
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, LLC
Broker
November 2021 - September 2022 · 10 mos
State Street Global Advisors Funds Distributors, LLC
Broker
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, LLC
Broker
June 2017 - July 2017 · 1 mo
State Registrations
2 states
AZ
IL
Advisor
Exams
No exam information available for this advisor.