Terri Rau, financial advisor Wausau WI

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 Wausau, WI and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Midwest Professional Planners, Ltd. Crystal Lake, IL Apr 2023 - Current < 1
Midwest Professional Planners, Ltd. Crystal Lake, IL Jul 2021 - Current 2
Midwest Professional Planners, Ltd. Crystal Lake, IL Aug 2015 - Current 8
Midwest Professional Planners, Ltd. Crystal Lake, IL Mar 2013 - Current 11
Mppl Financial Wausau, WI Feb 2013 - Current 11
Crump Life Insurance Services Crystal Lake, IL Jan 2013 - Current 11
Blue Cross Blue Shield Crystal Lake, IL Nov 2011 - Current 12
Apw Capital, Inc. Crystal Lake, IL Feb 2021 - Nov 2023 2
Apw Capital, Inc. Crystal Lake, IL Jan 2013 - Jan 2021 8
Midwest Professional Planners, Ltd. Crystal Lake, IL Feb 2015 - May 2019 4
Midwest Professional Planners, Ltd. Crystal Lake, IL May 2017 - May 2018 1
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
By the Numbers
  • Total Assets Under Management
    432
    MILLIONS
  • Total Number of Accounts
    2,223
    ACCOUNTS
  • Average Account Value
    $194,248
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, IL, MN, TX, WI

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