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Morningstar Investment Services LLC Form ADV Part 2A: Firm Brochure Morningstar Managed Portfolios SM 22 West Washington Street Chicago, IL 60602 Phone: 877.626.3227 https://advisor.mp.morningstar.com
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Morningstar Investment Services LLC is a registered investment advisor that provides investment management consulting and services.
Morningstar Investment Services LLC is required to file with regulatory authorities and comply with reporting requirements set for investment advisors.
Morningstar Investment Services LLC needs to complete the necessary forms and submit accurate and up-to-date information to regulatory agencies.
The purpose of Morningstar Investment Services LLC is to offer investment management services to clients seeking professional advice and guidance.
Morningstar Investment Services LLC must report financial information, investment strategies, client profiles, and other relevant data to regulatory authorities.
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