Hannah L Ritchie

Morningstar Investment Management LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Morningstar Investment Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

592,301 clients

Average Client Portfolio

$129K average

Assets Under Management

$76.6B

Fee Structure

Financial Planning:Investment management only

Location

22 West Washington Street, Chicago, IL, 60602

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Morningstar Investment Management LLC

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Morningstar Investment Services LLCBroker

July 2021 - May 2025 · 3 yrs 10 mos

Budros, Ruhlin & Roe, INC.

August 2019 - June 2021 · 1 yr 10 mos

J.P. Morgan Institutional Investments INC.Broker

July 2017 - July 2019 · 2 yrs

Jpmorgan Distribution Services, INC.Broker

June 2014 - July 2017 · 3 yrs 1 mo

State Registrations2 states

ILOH

Advisor

Exams

No exam information available for this advisor.