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Matthew J Ochoa

Morningstar Investment Management LLC

Leawood, KS

Chicago, IL

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Current Employers
Morningstar Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-30
KS RA APPROVED 2025-05-30
  • IL RA
    APPROVED
    Since 2025-05-30
  • KS RA
    APPROVED
    Since 2025-05-30

Branch Locations

Leawood, KS • United States

22 West Washington Street, Chicago, IL 60602 • 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
Morningstar Investment Services Chicago IL 03/2007 Present
  • 03/2007 → Present
    Morningstar Investment Services
    Chicago, IL
Previous Registrations
  • 2010-06-24 → 2025-06-16
    Morningstar Investment Services Llc
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-23
S63 Uniform Securities Agent State Law Examination 2006-10-05
  • S65 Uniform Investment Adviser Law Examination
    2010-06-23
  • S63 Uniform Securities Agent State Law Examination
    2006-10-05

View on SEC IAPD

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