Sara
Buffington
Morningstar Investment Services LLC
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About this Advisor
Sara Buffington is a financial advisor based in Chicago, Illinois, working with Morningstar Investment Services LLC. Sara has previously held positions at Principal Life Insurance Company, Principal Securities Inc, Great Western Bank, and Morningstar Investment Services. Sara has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Sara is part of Morningstar Investment Services LLC, which operates out of Chicago, Illinois. The firm has 14 offices and 69 employees. The firm manages assets totaling $12.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Morningstar Investment Services LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morningstar Investment Services LLC Brokerage Details
$11,970,300,000
69
59,686
$200,555
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sara Buffington Work History
Morningstar Investment Services
Principal Life Insurance Company
Principal Securities Inc
Great Western Bank
Disclosures
Please visit the SEC profile of Sara Buffington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morningstar Investment Services LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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