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Robert David Mizaur

Morningstar Investment Management LLC

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
  • IL RA
    APPROVED
    Since 2025-05-30

Branch Locations

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
Independent Financial Group Llc San Diego CA 08/2016 06/2017
Envestnet Retirement Solutions Chicago IL 09/2017 02/2023
Morningstar Investment Services Inc. Chicago IL 08/2023 Present
Unemployed Peotone IL 02/2023 08/2023
  • 08/2016 → 06/2017
    Independent Financial Group Llc
    San Diego, CA
  • 09/2017 → 02/2023
    Envestnet Retirement Solutions
    Chicago, IL
  • 08/2023 → Present
    Morningstar Investment Services Inc.
    Chicago, IL
  • 02/2023 → 08/2023
    Unemployed
    Peotone, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-01
  • S66 Uniform Combined State Law Examination
    2015-12-01

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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