Terri Marie Rau
Investment adviser representative at Midwest Professional Planners, Ltd.
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$649.3MFirm assets
Are you Terri Marie Rau? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Midwest Professional Planners, Ltd.Mar 2013 to now
- Crump Life Insurance ServicesJan 2013 to now
- Blue Cross Blue ShieldNov 2011 to now
- Apw Capital, Inc.Feb 2021 to Nov 2023
- Mppl FinancialFeb 2013 to Dec 2024
- Apw Capital, Inc.Jan 2013 to Jan 2021
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Midwest Professional Planners, Ltd.
$649.3MAssets managed
837Clients
17Advisers
15 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
- 5574111
- Firm CRD
- 112995