Hannah
Ritchie

Morningstar Investment Management LLC

CRD#6353477
Investment Advisor
in Columbus, OH

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About this Advisor

Hannah Ritchie is a financial advisor working in Columbus, Ohio with a total of 2 years of relevant experience. Ritchie is currently employed by Morningstar Investment Management LLC. Their career trajectory has included roles at Jpmorgan Distribution Services Inc, Jpmorgan Asset Management, Ohio Wesleyan University Public Safety, Bath & Body Works, Ohio Wesleyan University, Jpm Institutional Investments Inc, Jpm Investment Management, Budros, Ruhlin & Roe and Morningstar Investment Management LLC. Ritchie holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois and Ohio. Morningstar Investment Management LLC is an advisory firm based in Chicago, IL. It has offices in 22 locations and a total of 364 people on staff. It controls $52 billion in assets between its 290,504 client accounts, making it one of the largest firms in the nation by assets under management. Morningstar Investment Management LLC has a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services are provided. However, fees charged by Morningstar Investment Management LLC can include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Columbus, OH

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Morningstar Investment Management LLC Brokerage Details

Total Assets Under Management

$51,915,800,000

OH Average: $6,674,516,078
Total Number of Employees

364

OH Average: 44
Total Number of Accounts

290,504

OH Average: 2,564
Average Account Size

$178,709

OH Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Hannah Ritchie Work History

Hannah has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Morningstar Investment Management LLC

2019 - 2021 (2 years)

Budros, Ruhlin & Roe

2018 - 2019 (1 year)

Jpm Investment Management

2018 - 2019 (1 year)

Jpm Institutional Investments Inc

2017 - 2018 (1 year)

Jpm Institutional Investments Inc

2017 - 2018 (1 year)

Jpm Investment Management

2015 - 2017 (2 years)

Jpmorgan Asset Management

2014 - 2015 (1 year)

Jpmorgan Distribution Services Inc

2013 - 2013 (< 1 year)

Bath & Body Works

2011 - 2014 (3 years)

Ohio Wesleyan University Public Safety

2011 - 2014 (3 years)

Ohio Wesleyan University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hannah Ritchie 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 Management LLC

David Rix
Centerville, UT
Sandie Rodda
Chicago, IL
Hannah Ritchie
Columbus, OH
Trevor Santoro
Chicago, IL
Francis Anello
Chicago, IL
Peter Dugery
Chicago, IL
James Breitenkamp
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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