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Aaron Brent Peterson

Morningstar Investment Management LLC

Heber City, UT

Chicago, IL

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Current Employers
Morningstar Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-12
CA RA APPROVED 2025-05-30
IL RA APPROVED 2025-05-30
  • UT RA
    APPROVED
    Since 2025-06-12
  • CA RA
    APPROVED
    Since 2025-05-30
  • IL RA
    APPROVED
    Since 2025-05-30

Branch Locations

Heber City, UT • 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 Llc Chicago IL 09/2003 Present
  • 09/2003 → Present
    Morningstar Investment Services Llc
    Chicago, IL
Previous Registrations
  • 2003-10-13 → 2025-06-11
    Morningstar Investment Services Llc
    Chicago, IL
    Chicago, IL
    Ripon, CA
    Chicago, IL
    Heber City, UT
  • 2000-12-05 → 2002-11-07
    Orion Portfolio Solutions, Llc
    Mantela, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-05
S63 Uniform Securities Agent State Law Examination 1996-01-15
  • S65 Uniform Investment Adviser Law Examination
    2000-10-05
  • S63 Uniform Securities Agent State Law Examination
    1996-01-15

View on SEC IAPD

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