Terri Rau, financial advisor Cary IL
90 score

Terri Rau

CRD Number: 5574111
Current Firm: Midwest Professional Planners, Ltd.

Terri Rau (CRD# 5574111) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Cary, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Midwest Professional Planners, Ltd. Cary, IL Aug 2015 - Current 2
Midwest Professional Planners, Ltd. Cary, IL Feb 2015 - Current 2
Midwest Professional Planners, Ltd. Cary, IL Mar 2013 - Current 4
Mppl Financial Wausau, WI Feb 2013 - Current 4
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jan 2013 - Current 4
Crump Life Insurance Services Cary, IL Jan 2013 - Current 4
Blue Cross Blue Shield Cary, IL Nov 2011 - Current 6
Michael Boyce Cary, IL Oct 2004 - Dec 2013 9
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jun 2011 - Dec 2012 1
Axa Advisors, LLC New York, NY Jul 2008 - Jun 2011 2
Axa Equitable Life Insurance Company New York, NY Jul 2008 - Jun 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Terri M. Rau
Phone Number: 715-848-3474
Registered State(s):
  • IL
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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