Unclaimed Profile

Terri Marie Rau

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin

SIE, Series 7, Series 66ChFCClean record13 years registeredMIDWEST PROFESSIONAL PLANNERS, LTD.

2610 STEWART AVENUE, SUITE 100, WAUSAU, WI 54401CRD# 5574111Firm CRD# 112995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terri Marie Rau · WAUSAU, WI

Registration

CRD #5574111 · MIDWEST PROFESSIONAL PLANNERS, LTD. · 13 years registered

Brand Profile

Not yet started

Career History

MIDWEST PROFESSIONAL PLANNERS, LTD.

Mar 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 6, 2013

Years registered · 13

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDWEST PROFESSIONAL PLANNERS, LTD.

CRD 112995 · SEC 801-72649

AUM

$432M

Regulatory assets under management

Employees

2,223 client accounts

Services offered by MIDWEST PROFESSIONAL PLANNERS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MIDWEST PROFESSIONAL PLANNERS, LTD. →

Introduction

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Frequently Asked Questions

What services does Terri Marie Rau offer?

Terri Marie Rau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAUSAU, Wisconsin for a consultation.

What are Terri Marie Rau's credentials?

Terri Marie Rau holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Terri Marie Rau located?

Terri Marie Rau is based in WAUSAU, Wisconsin, working with MIDWEST PROFESSIONAL PLANNERS, LTD.. Their office serves clients in the WAUSAU metropolitan area and surrounding communities.

How does Terri Marie Rau charge for services?

Terri Marie Rau's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDWEST PROFESSIONAL PLANNERS, LTD.?

MIDWEST PROFESSIONAL PLANNERS, LTD. has approximately 28 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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