Hannah Ritchie (CRD# 6353477) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 9 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morningstar Investment Management LLC | Chicago, IL | May 2021 - Current | 2 |
| Budros, Ruhlin & Roe | Columbus, OH | Jul 2019 - May 2021 | 1 |
| Jpm Investment Management | Columbus, OH | Jul 2018 - Jul 2019 | 1 |
| Jpm Institutional Investments Inc. | Columbus, OH | Jul 2018 - Jul 2019 | 1 |
| Jpm Institutional Investments Inc. | Chicago, IL | Jul 2017 - Jul 2018 | 1 |
| Jpm Investment Management | Chicago, IL | Jul 2017 - Jul 2018 | 1 |
| Jpmorgan Asset Management | Westerville, OH | Dec 2015 - Jul 2017 | 1 |
| Jpmorgan Distribution Services Inc. | Westerville, OH | Jun 2014 - Dec 2015 | 1 |
| Ohio Wesleyan University Public Safety | Delaware, OH | Aug 2011 - May 2014 | 2 |
| Ohio Wesleyan University | Delaware, OH | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- IL
- OH
-
Total Assets Under Management54,693MILLIONS
-
Total Number of Accounts236,964ACCOUNTS
-
Average Account Value$230,808
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.