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Sara Frances Kasun-Fretz

MORNINGSTAR INVESTMENT MANAGEMENT LLC·CHICAGO, Illinois
SIE, Series 7, Series 14, Series 24, Series 66Clean record16 years registeredMORNINGSTAR INVESTMENT MANAGEMENT LLC
22 WEST WASHINGTON STREET, CHICAGO, IL 60602CRD# 4904519Firm CRD# 108031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sara Frances Kasun-Fretz · CHICAGO, IL
Registration
CRD #4904519 · MORNINGSTAR INVESTMENT MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

MORNINGSTAR INVESTMENT MANAGEMENT LLC
May 2025 – present
MORNINGSTAR INVESTMENT SERVICES LLC
Dec 2013 – Jun 2025
CHICAGO, IL
SPC
Jan 2010 – Oct 2013
ANN ARBOR, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 66
Registration record
First registered · January 7, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MORNINGSTAR INVESTMENT MANAGEMENT LLC
CRD 108031 · SEC 801-56896
AUM
$54.7B
Regulatory assets under management
Employees
373
236,964 client accounts
Services offered by MORNINGSTAR INVESTMENT MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MORNINGSTAR INVESTMENT MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Sara Frances Kasun-Fretz offer?
Sara Frances Kasun-Fretz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Sara Frances Kasun-Fretz's credentials?
Sara Frances Kasun-Fretz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Frances Kasun-Fretz located?
Sara Frances Kasun-Fretz is based in CHICAGO, Illinois, working with MORNINGSTAR INVESTMENT MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Sara Frances Kasun-Fretz charge for services?
Sara Frances Kasun-Fretz's firm is compensated through percentage of aum, subscription fees, other: technology licensing fees, percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORNINGSTAR INVESTMENT MANAGEMENT LLC?
MORNINGSTAR INVESTMENT MANAGEMENT LLC has approximately 373 employees and manages $54.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Joseph Radgowski
CHICAGO, IL

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