SARA FRANCES KASUN-FRETZ is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with MORNINGSTAR INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | 2025-05-30 | present | Yes |
| MORNINGSTAR INVESTMENT SERVICES LLC | 2013-12-11 | 2025-06-16 | — |
| SIGMA PLANNING CORPORATION | 2010-01-07 | 2013-10-10 | — |