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
| Title | Chief Compliance Officer & Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |