Ryan M. Walker

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Chicago, IL 60602

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CRD#: 7292311

Professional summary

Ryan Michael Walker, who also goes by Ryan Walker, is a registered financial advisor currently at MORNINGSTAR INVESTMENT MANAGEMENT LLC located in Chicago, Illinois.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Walker

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 Ryan Michael Walker'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

May 30, 2025 - Present

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Office #1: 22 West Washington Street, Chicago, IL 60602

RIA

CRD#: 108031

Chicago, IL

Past

August 7, 2023 - June 16, 2025

MORNINGSTAR INVESTMENT SERVICES LLC

RIA

CRD#: 112525

CHICAGO, IL

Past

August 3, 2023 - June 16, 2025

MORNINGSTAR INVESTMENT SERVICES LLC

CRD#: 112525

CHICAGO, IL

Past

May 4, 2021 - June 13, 2022

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

Westbrook, CT

Past

January 15, 2021 - June 13, 2022

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

Westbrook, CT

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

Illinois
(5/30/2025)

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

IAR

Series 66

Date: 5/3/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/15/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/11/2019

Securities Industry Essentials 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

Ryan M. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORNINGSTAR INVESTMENT SERVICES LLC

MORNINGSTAR INVESTMENT SERVICES LLC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

MORNINGSTAR INVESTMENT MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/3/2021

Series 7TO

Date: 1/15/2021

SIE

Date: 3/11/2019

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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