Madeline Elizabeth Rapp

Employer firm

Morningstar Investment Management LLC CRD 108031

$87.8B regulatory AUM 1,866,524 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 09/2019
  Business Financial Group
  San Antonio, TX
• 09/2014 → 09/2019
  Commonwealth Financial Network
  Waltham, MA
• 09/2019 → 09/2023
  Dimensional Fund Advisors
  Austin, TX
• 10/2023 → Present
  Morningstar Investment Management Llc
  Chicago, IL

Previous Registrations

• 2024-05-01 → 2025-06-16
  Morningstar Investment Services Llc
  Chicago, IL
  Austin, TX
  Chicago, IL
• 2020-02-20 → 2023-09-20
  Dimensional Fund Advisors Lp
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14

Other Names

• Madeline Elizabeth Rapp
• Madeline E Rapp