Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Kingsbury is an Investment Advisor Representative at Morningstar Investment Management LLC, a firm headquartered in Chicago, Illinois. Katherine is registered with the state of Illinois and has been in the industry for over 10 years. She has a Series 65 license and is experienced in providing investment advisory services to individuals, investment companies, and pooled investment vehicles. Katherine specializes in portfolio management, pension consulting, and the selection of other advisors.
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
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IL
06/09/2023 - Present
Morningstar Investment Management LLC (Chicago IL)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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