Madeline Elizabeth Rapp

Morningstar Investment Management LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Morningstar Investment Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

592,301 clients

Average Client Portfolio

$129K average

Assets Under Management

$76.6B

Fee Structure

Financial Planning:Investment management only

Location

Austin, TX

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Morningstar Investment Management LLC

May 2025 - Present · 9 mos

Previous Registrations

Morningstar Investment Services LLC

May 2024 - June 2025 · 1 yr 1 mo

Morningstar Investment Services LLCBroker

January 2024 - June 2025 · 1 yr 5 mos

Dimensional Fund Advisors LP

February 2020 - September 2023 · 3 yrs 7 mos

Dfa Securities LLCBroker

October 2019 - September 2023 · 3 yrs 11 mos

Commonwealth Financial NetworkBroker

November 2017 - October 2019 · 1 yr 11 mos

State Registrations2 states

ILTX

Advisor

Exams

No exam information available for this advisor.