Chris Thelen
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Chris Thelen Email & Phone Number

Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions at Tax Management Services, Incorporated
Location: Green Bay, Wisconsin Metropolitan Area, United States 4 work roles 2 schools
1 work email found @tmsmoney.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email c****@tmsmoney.com
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Role
Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions
Location
Green Bay, Wisconsin Metropolitan Area, United States
Company size

Who is Chris Thelen? Overview

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Quick answer

Chris Thelen is listed as Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions at Tax Management Services, Incorporated, a company with 13 employees, based in Green Bay, Wisconsin Metropolitan Area, United States. AeroLeads shows a work email signal at tmsmoney.com and a matched LinkedIn profile for Chris Thelen.

Chris Thelen previously worked as Retirement Risk Analyst at Tax Management Services, Incorporated and Field Underwriter at Symmetry Financial Group. Chris Thelen holds Master Of Philosophy - Mphil, Applied And Professional Ethics, Cum Laude from Ku Leuven.

Company email context

Email format at Tax Management Services, Incorporated

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*@tmsmoney.com
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Profile bio

About Chris Thelen

Do any of these situations apply to you?1. My family would be impoverished or lose our home if I died or became disabled.2. I fear running out of money in retirement.3. I don’t like risking my nest egg with products correlated to the financial markets.4. I want to be able to choose my long-term care instead of relying on what Medicaid dictates.If so, I can provide you with affordable insurance and financial products that can take these risks off the table. Crowdfunding pages shouldn’t have to be the first option when an emergency happens to any family. I am on a mission to help you protect your financial future and eliminate unnecessary retirement risks.I entered the Insurance and Financial Services industry because I am passionate about helping protect families from the financial loss of a breadwinner’s income due to disability or death. When I was nineteen, my father passed away from a brief illness. If he had not had an insurance plan in place, we would have had to sell our home, and I would have had to quit school to help take care of my family.With over a decade of experience as a licensed insurance professional, I can provide top rated products help guarantee you financial security without using risky solutions or those correlated to the financial markets.I enjoy working with clients with a range of needs and situations. I have traveled extensively and enjoy learning about new people and places. I am dedicated to my faith and my family and enjoy playing sports with my children. In my free time, I like to make cheese, bread, and beer and play golf and baseball.Send me a message so I can help you secure your financial future.https://thelenfinancialgroup.com/

Current workplace

Chris Thelen's current company

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Tax Management Services, Incorporated
Tax Management Services, Incorporated
Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions
green bay, wisconsin, united states
Employees
13
AeroLeads page
4 roles

Chris Thelen work experience

A career timeline built from the work history available for this profile.

Retirement Risk Analyst

Current

De Pere, Wisconsin, United States

I help individuals, families, and business owners protect their financial future and eliminate unnecessary retirement risk using affordable insurance and financial solutions that will eliminate the potential for income insecurity pre- and post-retirement.I have access to top rated insurance and financial products that will help guarantee you financial.

Feb 2023 - Present

Field Underwriter

Current

Green Bay, Wisconsin, United States

I help protect families who have recently purchased or refinanced a home with affordable life and disability income insurance solutions to protect against financial loss, due to a premature death or long-term illness or disability of the borrower.

Nov 2022 - Present

Field Agent

Green Bay, Wisconsin, United States

As a Knights of Columbus Field Agent serving Catholic families in De Pere, Ashwaubenon, and Howard Wisconsin. I specialize in life insurance, long term care insurance, disability income insurance, retirement planning, and annuity products such as IRAs, Roth IRAs, 401k Rollovers, and SPIAs. To learn more or to schedule a visit please contact me at (920).

Aug 2020 - Nov 2022

Director Of Operations

Lindenwood Retreat & Conference Center

Donaldson, Indiana

I was responsible to expand Lindenwood's outreach capacity and strengthen its quality of services through strategic planning; develop and implementing a direct marketing & sales plan; spiritual program development and facilitation; networking with churches and schools; budgeting; leading & motivating a team of co-workers to fully embrace the vision of our.

Jul 2014 - Jul 2020
2 education records

Chris Thelen education

Master Of Philosophy - Mphil, Applied And Professional Ethics, Cum Laude

Thesis: "The Composite Nature of the Human Embryo: Themes from Saint Thomas Aquinas"

FAQ

Frequently asked questions about Chris Thelen

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What company does Chris Thelen work for?

Chris Thelen works for Tax Management Services, Incorporated.

What is Chris Thelen's role at Tax Management Services, Incorporated?

Chris Thelen is listed as Retirement Risk Analyst | Guiding You to Protect Your Retirement Income Without Risky Solutions at Tax Management Services, Incorporated.

What is Chris Thelen's email address?

AeroLeads has found 1 work email signal at @tmsmoney.com for Chris Thelen at Tax Management Services, Incorporated.

Where is Chris Thelen based?

Chris Thelen is based in Green Bay, Wisconsin Metropolitan Area, United States while working with Tax Management Services, Incorporated.

What companies has Chris Thelen worked for?

Chris Thelen has worked for Tax Management Services, Incorporated, Symmetry Financial Group, Knights Of Columbus, and Lindenwood Retreat & Conference Center.

How can I contact Chris Thelen?

You can use AeroLeads to view verified contact signals for Chris Thelen at Tax Management Services, Incorporated, including work email, phone, and LinkedIn data when available.

What schools did Chris Thelen attend?

Chris Thelen holds Master Of Philosophy - Mphil, Applied And Professional Ethics, Cum Laude from Ku Leuven.

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