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Madeline Rapp

8 Years of Experience
Austin, TX

Madeline Rapp is a registered investment advisor at Morningstar Investment Management LLC, based in Austin, TX, with 8 years of industry experience. Madeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 515,981 clients with $88B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
IM Fee
Planning only
Assets Under Management
$87.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Austin, TX

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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.

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Employment History
Current Registrations
Morningstar Investment Management LLC
May 2025 - Present · 1 yr 5 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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