Francis A. Anello

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Medina, OH

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CRD#: 4483053

Professional summary

Francis A Anello, who also goes by Fran A Anello, Fran Anello, is a registered financial advisor currently at MORNINGSTAR INVESTMENT MANAGEMENT LLC located in Medina, Ohio.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Francis has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fran A Anello | Fran Anello

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis A Anello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 1, 2021 - Present

MORNINGSTAR INVESTMENT MANAGEMENT LLC

RIA

CRD#: 108031

Medina, OH

Past

August 31, 2021 - June 16, 2025

MORNINGSTAR INVESTMENT SERVICES LLC

CRD#: 112525

CHICAGO, IL

Past

July 21, 2020 - March 29, 2021

LINEWEAVER WEALTH ADVISORS

RIA

CRD#: 173310

VALLEY VIEW, OH

Past

July 7, 2020 - April 1, 2021

TRIAD ADVISORS LLC

CRD#: 25803

Valley View, OH

Past

June 4, 2015 - November 27, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Richfield, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MORNINGSTAR INVESTMENT MANAGEMENT LLC

IBBOTSON ASSOCIATES, INC. | MORNINGSTAR INVESTMENT MANAGEMENT LLC | MORNINGSTAR ASSOCIATES, LLC

CRD#: 108031 / SEC#: 801-56896

RIA

Registered Investment Advisory firm - (10/18/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(9/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/22/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2015

General Securities Representative Examination

Current Firm

MORNINGSTAR INVESTMENT MANAGEMENT LLC

IBBOTSON ASSOCIATES, INC. | MORNINGSTAR INVESTMENT MANAGEMENT LLC | MORNINGSTAR ASSOCIATES, LLC

CRD#: 108031 / SEC#: 801-56896

RIA

Registered Investment Advisory firm - (10/18/1999 Approved)

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Contact information

Main Address

22 West Washington Street, Chicago, IL 60602

Mailing Address

Phone number

(312) 696-6000

Established

Firm type

Fiscal year end

# of Employees

323

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MORNINGSTAR WEALTH SERVICES (11/10/2025)

INSTITUTIONAL ADVISORY SERVICES (3/28/2025)

RETIREMENT SERVICES FOR INDIVIDUALS (3/28/2025)

METLIFE EXPERTSELECT PROGRAM (3/28/2025)

Regulatory assets under management

Total Number of Accounts	592,301
AUM (Assets Under Management)	$ 76,595,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Francis A. Anello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis A Anello's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORNINGSTAR INVESTMENT SERVICES LLC

LINEWEAVER WEALTH ADVISORS

TRIAD ADVISORS LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

MORNINGSTAR INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/22/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2015

Current Firm

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MORNINGSTAR INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

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