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Advisors / Illinois / Chicago
5yrs

Ryan Walker

Financial advisor at Morningstar Investment Management

Ryan Walker has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Chicago, Illinois. After two years at Morningstar Investment Services and a year at Janney Montgomery Scott, Ryan joined Morningstar Investment Management in 2025, a firm offering investment management, private fund management, and retirement plan consulting. Morningstar Investment Management reports being paid through a percentage of assets and flat fees.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60602Fiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office22 West Washington Street, Chicago, IL 60602
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$76,689
Advisors at the firm25
States licensed ?1 state

Services through Morningstar Investment Management

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. May 2025 – now
  2. Aug 2023 – Jun 2025
    Morningstar Investment Services LLCPreviously
  3. May 2021 – Jun 2022

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call Morningstar Investment Management at (312) 696-6000 and ask for Ryan Walker. Ryan works from the Chicago, IL office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Ryan hold?

Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Morningstar Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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