trauTerri M. Rau, RP®

joined the MPPL team in 2013. She is a Financial Advisor with Midwest Professional Planners, Ltd., Shareholder, Director of MPPL, Member of the Investment Committee, and Partner of MPPL Financial. She is proficient in the retirement planning process, the five disciplines of financial planning and general financial concepts, terminology and product categories.

Terri is a Registered Paraplanner℠ or RP®. Individuals who hold the RP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees agree to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Terri specializes in working with small business owners and individuals interested in focusing on asset accumulation and long-term investment strategies. She has over 10 years of experience in the financial services industry.

Terri is a member of The Women Advisors Forum, designed to study the latest strategies for practice growth, network building, and sustaining success for clients in today’s shifting markets.

Terri is licensed to provide investment advisory services and to sell securities, variable products and insurance in several states. Please refer to our Disclosure Brochure and Privacy Policy links below for full disclosure or any potential conflict of interest.

Check the background of this investment professional on FINRA’s BrokerCheck.

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