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Sara Frances Kasun-Fretz

Chief Compliance Officer & SecretaryMorningstar Investment Management LLCCRD 4904519

About Sara Frances Kasun-Fretz

Sara Frances Kasun-Fretz is listed as Chief Compliance Officer & Secretary at Morningstar Investment Management LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Morningstar Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sara Frances Kasun-Fretz work?

Sara Frances Kasun-Fretz is listed as Chief Compliance Officer & Secretary at Morningstar Investment Management LLC on SEC Form ADV.

How much of Morningstar Investment Management LLC does Sara Frances Kasun-Fretz own?

Form ADV reports a beneficial ownership band of Under 5%.

Morningstar Investment Management LLC

TitleChief Compliance Officer & Secretary
OwnershipUnder 5%
Control personYes
Since2023
View Morningstar Investment Management LLC →