Advisor at Midwest Professional Planners, Ltd.
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Firm
Midwest Professional Planners, Ltd.
Location
Crystal Lake, IL 60014
Credentials
ChFC®, Series 66
Industry experience
17 years
Terri Rau is a financial advisor at Midwest Professional Planners, Ltd. with 17 years of industry experience. She holds the ChFC® designation and Series 66 license. Rau has a background that includes roles at APW Capital, Inc. and Crump Life Insurance Services. She is involved in divorce financial planning workshops and provides pro bono financial planning guidance through the Financial Planning Association. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a diverse investment approach that includes model strategies, individual equities, fixed income, low-cost ETFs, and advanced techniques such as options and tax-loss harvesting.
Based on Midwest Professional Planners, Ltd.
Based on Midwest Professional Planners, Ltd.
Financial planning and consulting services fees range from $2,500 to $25,000; initial retainer for divorce planning services is $2,500
Commissions are charged for certain securities transactions by registered representatives of APW; MPPL does not share in commissions
Hourly financial planning fees from $50/hour up to $600/hour depending on professional
Account minimum: $100,000 Fee-only: Financial planning fees range from $2,500 to $25,000 depending on scope and complexity; hourly fees range from $50/hour to $600/hour
755 Mc Ardle Dr., Suite F
Crystal Lake, IL 60014
Illinois
Midwest Professional Planners, Ltd.
2023 - Present (3 years)
Midwest Professional Planners, Ltd.
2021 - Present (5 years)
APW Capital, Inc.
2021 - 2023 (2 years)
Midwest Professional Planners, Ltd.
2017 - 2018 (1 year)
Midwest Professional Planners, Ltd.
2015 - Present (11 years)
Midwest Professional Planners, Ltd.
2015 - 2019 (4 years)
Midwest Professional Planners, Ltd.
2013 - Present (13 years)
Mppl Financial
2013 - 2024 (11 years)
Crump Life Insurance Services
2013 - Present (13 years)
APW Capital, Inc.
2013 - 2021 (8 years)
Blue Cross Blue Shield
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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