Madeline Elizabeth Rapp
Investment adviser representative at Morningstar Investment Management LLC
12 yearsExperience
2 statesRegistered in
$87.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Morningstar Investment Management LLCOct 2023 to now
- Dimensional Fund AdvisorsSep 2019 to Sep 2023
- Business Financial GroupSep 2014 to Sep 2019
- Commonwealth Financial NetworkSep 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Morningstar Investment Management LLC
$87.8BAssets managed
515,981Clients
25Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5562629
- Firm CRD
- 108031