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Current Employers
Midwest Professional Planners, Ltd.

2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-03-06
  • IL RA
    APPROVED
    Since 2013-03-06

Branch Locations

2610 Stewart Avenue, Suite 100, Wausau, WI 54401 • United States

755 Mcardle Dr. Suite F, Crystal Lake, IL 60014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Midwest Professional Planners, Ltd. Crystal Lake IL 03/2013 Present
Apw Capital, Inc. Crystal Lake IL 01/2013 01/2021
Crump Life Insurance Services Crystal Lake IL 01/2013 Present
Mppl Financial Wausau WI 02/2013 12/2024
Blue Cross Blue Shield Crystal Lake IL 11/2011 Present
Midwest Professional Planners, Ltd. 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
Apw Capital, Inc. Crystal Lake IL 02/2021 11/2023
Midwest Professional Planners, Ltd. Crystal Lake IL 04/2023 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-14
  • S66 Uniform Combined State Law Examination
    2012-11-14
Designations
Other Names
  • Terri Marie Debartolo
  • Terri Marie Sauer
  • Terri M Rau

View on SEC IAPD

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