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Sara Frances Kasun-fretz

Morningstar Investment Services LLC

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About Sara Frances Kasun-fretz

Sara Frances Kasun-fretz is a registered representative associated with Morningstar Investment Services LLC in Chicago, Illinois. Sara has been in the financial services industry since December 13, 2009. Sara is also registered as an investment advisor representative in the state of Illinois. Sara holds the Series 66, Series 7, Series 14 and Series 24 licenses. Previously, Sara was registered with Sammons Securities Company, LLC and Sigma Financial Corporation in Michigan.

Firm Information

Sara Kasun-fretz is currently registered with Morningstar Investment Services LLC. Morningstar Investment Services LLC is a Limited Liability Company formed in 2000. Based in Chicago, IL, the firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. It also offers selection of other advisers services. The firm has a strong track record with over 59,686 accounts and more than $11.97 billion in regulatory assets under management. Morningstar Investment Services LLC is registered with the SEC and is licensed to operate in Illinois.
Morningstar Investment Services LLC

22 WEST WASHINGTON STREET

CHICAGO, IL 60602-1605

$11.97B

Assets Under Management

9

Total Clients

45

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Aua

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Sara Kasun-fretz’s Registration & Firm History

IL

12/11/2013 - Present

Morningstar Investment Services LLC (CHICAGO IL)

MI

03/27/2013 - 10/10/2013

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

MI

10/13/2009 - 10/10/2013

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

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Licenses & Designations

BOTH

Issued 12/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 07/23/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Frances Kasun-fretz.
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