Thomas Michalowski
Investment adviser representative at Foundations Investment Advisors LLC
11 yearsExperience
2 statesRegistered in
$10.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Foundations Investment Advisors, LLCNov 2025 to now
- Thrive Wealth GroupNov 2025 to now
- Portfolio MedicsOct 2022 to Nov 2025
- Tm Financial Strategies IncAug 2020 to Nov 2025
- Foundations Investment Advisors LLCAug 2020 to Sep 2022
- Job SearchApr 2020 to Aug 2020
- Wealth Financial Services & Tax AdvisoryAug 2018 to Apr 2020
- Sgl Financial, LLCAug 2017 to Aug 2018
- United AdvisorsFeb 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7284682
- Firm CRD
- 175083