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Trent M

Series 65

Mount Pleasant, WI

Foundations Investment Advisors LLC

Trent Martin is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has one year of experience with Foundations and has worked in the industry for over ten years, including roles at Thrive Wealth Group, Magellan Financial, and United Advisors. Martin is also involved with Thrive Wealth Group, where he offers life insurance and annuity products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 representatives. The firm provides portfolio management, financial planning, and retirement-plan support for individuals, trusts, estates, and registered investment companies, utilizing a range of investment products and affiliated professional services.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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Thomas M

Series 65

Mt Pleasant, WI

Foundations Investment Advisors LLC

Thomas Michalowski is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 credential and has worked at multiple firms including TM Financial Strategies Inc and Portfolio Medics. Additionally, Mr. Michalowski is an independent insurance agent, spending part of his time selling insurance products to clients. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individual investors, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support through a network of local advisors using diversified investment strategies and third-party sub-advisers.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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