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Sara Frances Kasun-Fretz

Morningstar Investment Management LLC

Chicago, IL

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Current Employers
Morningstar Investment Management Llc

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-30
  • IL RA
    APPROVED
    Since 2025-05-30

Branch Locations

22 West Washington Street, Chicago, IL 60602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morningstar Investment Services, Inc. Chicago IL 10/2013 Present
Morningstar, Inc. Chicago IL 10/2013 Present
  • 10/2013 → Present
    Morningstar Investment Services, Inc.
    Chicago, IL
  • 10/2013 → Present
    Morningstar, Inc.
    Chicago, IL
Previous Registrations
  • 2013-12-11 → 2025-06-16
    Morningstar Investment Services Llc
    Chicago, IL
    Chicago, IL
  • 2010-01-07 → 2013-10-10
    Spc
    Ann Arbor, MI
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
  • S66 Uniform Combined State Law Examination
    2009-12-30
Other Names
  • Sara Frances Kasun

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
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