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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah L Ritchie is a financial advisor who has been active in the financial industry since July 2014. Hannah Ritchie is currently registered with Morningstar Investment Management LLC in Illinois and Ohio. Hannah Ritchie has previously been registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and JPMORGAN DISTRIBUTION SERVICES, INC. Hannah Ritchie has a Series 6, 7, and 63 license as well as the SIE and Series 65 exams. Hannah Ritchie specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, portfolio management for pooled investment vehicles, and pension consulting. Hannah Ritchie has experience working with individuals, high-net-worth individuals, businesses, pension plans, and pooled investment vehicles. Hannah Ritchie’s firm, Morningstar Investment Management LLC, manages approximately $54.7 billion in assets under management for clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Technology licensing fees, percentage of assets under advisement
1
2
IL
07/07/2021 - Present
Morningstar Investment Management LLC (CHICAGO IL)
OH
07/20/2017 - 07/24/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
06/27/2014 - 07/24/2017
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 08/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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