BBB Accredited Business since
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Morningstar, Inc. is an investment research and management firm that assists both individuals as well as commercial organizations in their investment decisions. This firm is based in Chicago, IL, within the Chicago loop, and serves clients across the country and internationally within over 27 countries. Morningstar, Inc. offers investment research and management, providing data on many investment offerings including stocks, mutual funds, and other investment options while also providing real-time market data on equities, indexes, futures, options, commodities, precious metals, and foreign exchange and treasury markets. Morningstar offers a variety of means to obtain its research ranging from professional consulting, investment data software and systems, Morningstar.com, and through its Morningstar magazine.
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A BBB Accredited Business since
BBB has determined that Morningstar, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Morningstar, Inc. include:
- Length of time business has been operating
- Complaint volume filed with BBB for business of this size
- Response to 4 complaint(s) filed against business
- Resolution of complaint(s) filed against business
Customer Complaints Summary Read complaint details
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||1|
|Total Closed Complaints||4|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Financial Industry Regulatory Authority
Type of Entity
Business ManagementMr. Dave Goes, Head of Client Service Mr. Bill Baranyk, Manager, Product Support Mr. Joe Mansueto, President/CEO Ms. Kristin Mateja, Head of Corporate Marketing Ms. Diane Meagher, Product Support Ms. Bridget Moscatello, Director, Global Service Operations Mr. Tom Murray, Director of Marketing
Investment Management Business Consultants Management Consultants Publishers - Magazine Investment Securities Financial Services Portfolio Management (NAICS: 523920)
Products & Services
Morningstar, Inc. is a leading provider of independent investment research, offering an extensive line of Internet, software and print-based products and services for individuals, financial advisors, and institutions.