Sara Frances Kasun-fretz
Investment adviser representative at Morningstar Investment Management LLC
13 yearsExperience
1 stateRegistered in
$87.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Morningstar Investment Management LLCMay 2025 to now
- Morningstar Investment Services, Inc.Oct 2013 to now
- Morningstar, Inc.Oct 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
Morningstar Investment Management LLC
$87.8BAssets managed
515,981Clients
25Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4904519
- Firm CRD
- 108031