Madeline
Rapp

Dimensional Fund Advisors Lp

CRD#5562629
Investment Advisor
in Austin, TX

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About this Advisor

Madeline Rapp is a financial advisor working in Austin, Texas, with a total of 10 years of experience as a financial advisor. Rapp currently works for Dimensional Fund Advisors Lp. Rapp has gained experience at Poly School, St. Jude'S Ranch For Children, Texas Dept. Of Family & Protective Services, Conceptwealth, Business Financial Group, Commonwealth Financial Network and Dimensional Fund Advisors. Rapp has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Dimensional Fund Advisors Lp is a financial advisory company that has its headquarters in Austin, Texas. The firm has offices in two locations and a total of 1,050 financial advisors. It administers $663 billion in assets between its 462 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves nine charities and foundations. Of its 462 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Dimensional Fund Advisors Lp can include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$662,625,984,072

TX Average: $3,042,739,679
Total Number of Employees

1,050

TX Average: 49
Total Number of Accounts

462

TX Average: 2,315
Average Account Size

$1,434,255,377

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Madeline Rapp Work History

Madeline has 10 years of experience.

2019 - Present (3 years)

Dimensional Fund Advisors

2014 - 2019 (5 years)

Business Financial Group

2014 - 2019 (5 years)

Commonwealth Financial Network

2013 - 2014 (1 year)

Conceptwealth

2012 - 2012 (< 1 year)

Texas Dept. Of Family & Protective Services

2011 - 2012 (1 year)

St. Jude'S Ranch For Children

2010 - 2011 (1 year)

Poly School

Disclosures

Madeline Rapp has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dimensional Fund Advisors Lp

David Campbell
Austin, TX
Lindsey Dodd
Austin, TX
Molly Johnson
Austin, TX
Kristopher Hicks
Austin, TX
Richard Tatlow
Austin, TX
Mark Wegner
Austin, TX
Timothy Birch
Austin, TX
Kelly Klingaman
Austin, TX

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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