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Francis A Anello

Morningstar Investment Management LLC

Chicago, IL

Medina, OH

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Current Employers
Morningstar Investment Management Llc

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-09-01
  • OH RA
    APPROVED
    Since 2021-09-01

Branch Locations

22 West Washington Street, Chicago, IL 60602 • United States

Medina, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Medina OH 11/2001 11/2019
Unemployed Medina OH 11/2019 07/2020
Triad Advisors Norcross GA 07/2020 03/2021
Lineweaver Wealth Advisors, Llc Valley View OH 07/2020 03/2021
Morningstar Investment Management Llc Chicago IL 04/2021 Present
  • 11/2001 → 11/2019
    Charles Schwab & Co., Inc.
    Medina, OH
  • 11/2019 → 07/2020
    Unemployed
    Medina, OH
  • 07/2020 → 03/2021
    Triad Advisors
    Norcross, GA
  • 07/2020 → 03/2021
    Lineweaver Wealth Advisors, Llc
    Valley View, OH
  • 04/2021 → Present
    Morningstar Investment Management Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-22
  • S63 Uniform Securities Agent State Law Examination
    2015-06-22
Other Names
  • Fran Anello
  • Fran A Anello

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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