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Katherine Kingsbury

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 2023-06-09
  • IL RA
    APPROVED
    Since 2023-06-09

Branch Locations

22 West Washington St, 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 Chicago IL 10/2022 Present
Catalyst Maria Chicago IL 08/2019 08/2021
Catalyst Maria Chicago IL 08/2021 09/2022
Tiny Tapp Chicago IL 05/2018 10/2022
Harry E. Fry Elementary Burank IL 08/2017 08/2019
St. Mary's College Notre Dame IN 08/2013 05/2017
Anemone Restaurant Palos IL 05/2013 08/2017
  • 10/2022 → Present
    Morningstar
    Chicago, IL
  • 08/2019 → 08/2021
    Catalyst Maria
    Chicago, IL
  • 08/2021 → 09/2022
    Catalyst Maria
    Chicago, IL
  • 05/2018 → 10/2022
    Tiny Tapp
    Chicago, IL
  • 08/2017 → 08/2019
    Harry E. Fry Elementary
    Burank, IL
  • 08/2013 → 05/2017
    St. Mary's College
    Notre Dame, IN
  • 05/2013 → 08/2017
    Anemone Restaurant
    Palos, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-09
  • S65 Uniform Investment Adviser Law Examination
    2023-06-09

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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