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Hannah L. Ritchie

MORNINGSTAR INVESTMENT MANAGEMENT
Columbus, OH
Some features on this profile are disabled
CRD#: 6353477
HR

Professional summary

Hannah L Ritchie, AIF®, who also goes by Hannah L Walls, is a registered financial advisor currently at MORNINGSTAR INVESTMENT MANAGEMENT LLC located in Columbus, Ohio.

Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Hannah has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hannah L Walls

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hannah L Ritchie's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 6, 2021 - Present

MORNINGSTAR INVESTMENT MANAGEMENT LLC

RIA
CRD#: 108031
Columbus, OH
Past

July 6, 2021 - May 15, 2025

MORNINGSTAR INVESTMENT SERVICES LLC

BD
CRD#: 112525
CHICAGO, IL
Past

August 1, 2019 - June 24, 2021

BUDROS, RUHLIN & ROE

RIA
CRD#: 106536
COLUMBUS, OH
Past

July 20, 2017 - July 24, 2019

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
COLUMBUS, OH
Past

June 27, 2014 - July 24, 2017

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MORNINGSTAR INVESTMENT MANAGEMENT LLC
IBBOTSON ASSOCIATES, INC. | MORNINGSTAR INVESTMENT MANAGEMENT LLC | MORNINGSTAR ASSOCIATES, LLC

CRD#: 108031 / SEC#: 801-56896

RIA
Registered Investment Advisory firm - (10/18/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/6/2021)
IAR
Ohio
(7/7/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/11/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/27/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MI
MORNINGSTAR INVESTMENT MANAGEMENT LLC
IBBOTSON ASSOCIATES, INC. | MORNINGSTAR INVESTMENT MANAGEMENT LLC | MORNINGSTAR ASSOCIATES, LLC

CRD#: 108031 / SEC#: 801-56896

RIA
Registered Investment Advisory firm - (10/18/1999 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
22 West Washington Street, Chicago, IL 60602
Mailing Address
Phone number
(312) 696-6000
Established
Firm type
Fiscal year end
# of Employees
323

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MORNINGSTAR WEALTH SERVICES (11/10/2025)
INSTITUTIONAL ADVISORY SERVICES (3/28/2025)
RETIREMENT SERVICES FOR INDIVIDUALS (3/28/2025)
METLIFE EXPERTSELECT PROGRAM (3/28/2025)

Regulatory assets under management

Total Number of Accounts592,301
AUM (Assets Under Management)$ 76,595,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORNINGSTAR INVESTMENT MANAGEMENT LLC

CRD#: 108031Columbus, OH

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