Terri Marie Rau

Employer firm

Midwest Professional Planners, Ltd. CRD 112995

$649M regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  Midwest Professional Planners, Ltd.
  Crystal Lake, IL
• 01/2013 → 01/2021
  Apw Capital, Inc.
  Crystal Lake, IL
• 01/2013 → Present
  Crump Life Insurance Services
  Crystal Lake, IL
• 02/2013 → 12/2024
  Mppl Financial
  Wausau, WI
• 11/2011 → Present
  Blue Cross Blue Shield
  Crystal Lake, IL
• 02/2015 → 05/2019
  Midwest Professional Planners, Ltd.
  Crystal Lake, IL
• 08/2015 → Present
  Midwest Professional Planners, Ltd.
  Crystal Lake, IL
• 05/2017 → 05/2018
  Midwest Professional Planners, Ltd.
  Crystal Lake, IL
• 07/2021 → Present
  Midwest Professional Planners, Ltd.
  Crystal Lake, IL
• 02/2021 → 11/2023
  Apw Capital, Inc.
  Crystal Lake, IL
• 04/2023 → Present
  Midwest Professional Planners, Ltd.
  Crystal Lake, IL

Other Businesses

BUSINESS NAME-CRUMP LIFE INSURANCE SERVICES, INVESTMENT-RELATED, CRYSTAL LAKE, IL, NATURE OF BUSINESS-INSURANCE WHOLESALER, POSITION-INSURANCE WHOLESALER, START-01/2013, 14 HRS/MO DURING TRADING HOURS, DUTIES-SELL INSURANCE. BUSINESS NAME-BLUE CROSS BLUE SHIELD, CRYSTAL LAKE, IL, NATURE OF BUSINESS - HEALTH INSURANCE AGENCY, POSITION-HEALTH INSURANCE WHOLESALER, START-11/2011, 3 HRS/MO DURING TRADING HOURS, DUTIES-SELL HEALTH INSURANCE. Financial Planning Association , Investment related:No, 15128 S LaGrange Road, Orland Park, Illinois, 60462, Organization for Financial Planning Professionals, Financial Advisor, 09/05/2023, 3 hours a month, Pro Bono FP guidance MPPL INSURANCE, LLC INSURANCE AGENCY INSURANCE AGENT SINCE 01/2024 NOT INVESTMENT RELATED SUMMERHILL FIRM DIVORCE FINANCIAL PLANNING SINCE 04/2025 CONSULTANT BRAINSTORMING WOMEN DIVORCE FINANCIAL PLANNING WORKSHOPS AND SUPPORT WORK SINCE 102025 NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2012-11-14

Designations

• Chartered Financial Consultant

Other Names

• Terri Marie Debartolo
• Terri Marie Sauer
• Terri M Rau