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Thomas Michalowski Email & Phone Number
Owner
at
TM Financial Strategies, Inc.
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner
Location
Streamwood, Illinois, United States
Company size
Who is Thomas Michalowski? Overview
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Quick answer
Thomas Michalowski is listed as Owner at TM Financial Strategies, Inc., a company with 2 employees, based in Streamwood, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Thomas Michalowski.
Thomas Michalowski previously worked as Advisor/Paraplanner at Thrive. and Investment Advisor Representative at Portfolio Medics. Thomas Michalowski holds Bachelor’S Degree, Business: Finance from Northern Illinois University.
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Email format at TM Financial Strategies, Inc.
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TM Financial Strategies, Inc.
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Profile bio
About Thomas Michalowski
Retirement - it might seem like a scary word, but it doesn't have to be intimidating.It's important to start early, know it's never too late, and maximize what you have when you need it. That can be difficult when you aren't sure what to do.With us, we make sure that you're taken care of. No matter how much you have to work with, large or small, you will receive 100% of our attention and care when planning your retirement. Being genuine is our #1 focus!DM me to learn more about how our team can help you achieve your retirement goals!
Current workplace
Thomas Michalowski's current company
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Tm Financial Strategies, Inc.
Employees
2
AeroLeads page
10 roles
Thomas Michalowski work experience
A career timeline built from the work history available for this profile.
Advisor/Paraplanner
Current
Nov 2023 - Present
Owner
Current
Jul 2019 - Present
Investment Advisor Representative
CurrentInvestment advisory services are offered through Portfolio Medics, an SEC registered investment adviser.
Oct 2022 - Present
Investment Advisors Representative
Investment Advisory services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor
Sep 2020 - Oct 2022
Financial Professional
Supporting Financial Advisors through financial planning to solve client’s financial shortfallsPrepares applications for annuities, life insurance, and investment accountsEnsures processing of business is accurate and timelyOffer Medicare Planning to existing clients and new prospects Review tax returns for accuracy and tax minimization with clientele
Aug 2018 - Apr 2020
Case Planning Specialist
Advised Financial Advisors by identifying gaps in retirement planning for clientsProcessed applications for annuities and life insuranceTracked the flow of new business with carriers
Aug 2017 - Aug 2018
Sales And Product Specialist
United Advisors Financial Marketing Organization
Lead a team of Financial Advisors in initiative to increase annuity productionSystematized processing of New Business and Contracting to maximize efficiencyAssisted Financial Advisors with preparation of financial presentations for perspective new clientsMaintained relationship with insurance carriers to provide superior financial productsConstructed.
Feb 2015 - Jul 2017
Summer Intern
- Collaborated with team members to complete projects on time
- Assembled and posted letters to clients regarding their loan information
- Scanned loan information into DMI system
- Updated loan information in the Loan Processing System
- Developed strong organizational and time management skills
Jun 2013 - Aug 2014
Student Caller
- Updated Alumni, Parent, and Friend Profiles
- Provided current information about NIU campus and respective colleges
- Solicited donations for the university
- Developed strong communication and interpersonal skills
Apr 2013 - Jan 2014
2 education records
Thomas Michalowski education
Bachelor’S Degree, Business: Finance
High School Diploma
FAQ
Frequently asked questions about Thomas Michalowski
Quick answers generated from the profile data available on this page.
What company does Thomas Michalowski work for?
Thomas Michalowski works for TM Financial Strategies, Inc..
What is Thomas Michalowski's role at TM Financial Strategies, Inc.?
Thomas Michalowski is listed as Owner at TM Financial Strategies, Inc..
Where is Thomas Michalowski based?
Thomas Michalowski is based in Streamwood, Illinois, United States while working with TM Financial Strategies, Inc..
What companies has Thomas Michalowski worked for?
Thomas Michalowski has worked for Tm Financial Strategies, Inc., Thrive., Portfolio Medics, Foundations Investment Advisors, and Wealth Financial Services & Tax Advisory.
How can I contact Thomas Michalowski?
You can use AeroLeads to view verified contact signals for Thomas Michalowski at TM Financial Strategies, Inc., including work email, phone, and LinkedIn data when available.
What schools did Thomas Michalowski attend?
Thomas Michalowski holds Bachelor’S Degree, Business: Finance from Northern Illinois University.
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