# BARDELL RITA KAY

BARDELL RITA KAY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [MORNINGSTAR INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/108031) | CHIEF COMPLIANCE OFFICER & SECRETARY | CHICAGO, IL |
| — | Form ADV | [IBBOTSON ASSOCIATES, INC.](https://search.stillhousedata.com/firm/111057) | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| — | Form ADV | [SVA WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/105197) | CHIEF COMPLIANCE OFFICER | MADISON, WI |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.