Mike Ulaszek
Financial Advisor at Edward Jones | Greater Chicago Area
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Mike Ulaszek, as a dedicated Financial Advisor at Edward Jones, brings a comprehensive approach to helping clients achieve their financial goals through personalized planning and strategic investment management. In his current role, Mike leverages his extensive expertise in data analysis, performance management, and strategic planning to develop tailored investment strategies that align with each client’s unique objectives. His proficiency in inventory management and process improvement ensures that client portfolios are optimized for efficiency and growth, while his strong understanding of P&L and forecasting allows him to provide insightful financial advice grounded in thorough market analysis and competitive positioning.
One of Mike’s key projects involves designing comprehensive retirement income strategies that balance risk and growth, ensuring clients can enjoy financial security in their later years. He also specializes in college savings plans, helping families navigate the complexities of education funding through tax-advantaged investment options. His ability to analyze consumer products and market trends enables him to advise clients on the best financial instruments to meet their short- and long-term needs.
With Series 7 & 66 securities licenses and state-specific life insurance licenses for Illinois and Wisconsin, Mike is well-equipped to offer a broad spectrum of financial solutions, including investment products, insurance policies, and estate planning strategies. His commitment to ongoing professional development and his client-centric approach make him a trusted partner in navigating the complexities of personal finance. Whether working on portfolio diversification, risk management, or strategic asset allocation, Mike’s expertise ensures that each client’s financial plan is both comprehensive and adaptable to changing market conditions.
Financial Advisor at Edward Jones in November 2015 to Present
Financial Services Representative at Primerica in February 2009 to November 2015
Manager Space Management at Walgreens in November 2005 to November 2015
Demand Planner Forecaster at Walgreens in July 2004 to November 2005
Store Manager at Walgreeens in July 1985 to July 2004
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Illinois State University, Bachelor of Science (B.S.), July 1981 to July 1985
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Inventory Management
Store Management
Retail
Customer Service
Visual Merchandising
Inventory Control
Leadership
Customer Satisfaction
Planograms
Management
Profit
Team Building
Store Operations
Performance Management
Retail Marketing
File Management
Marketing Strategy
Sales
Microsoft Office
Data Analysis
Market Analysis
Process Improvement
Microsoft Excel
Cross-functional Team Leadership
Forecasting
Competitive Analysis
Pricing
Consumer Products
Shrinkage
P&L
P&L Management
Merchandising
Retail Sales Analysis
Strategic Planning
Time Management
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Discover more about Edward JonesWhat is Mike Ulaszek email address?
Email Mike Ulaszek at [email protected] and [email protected]. This email is the most updated Mike Ulaszek's email found in 2026.
What is Mike Ulaszek phone number?
Mike Ulaszek phone number is 847-736-4836.
How to contact Mike Ulaszek?
To contact Mike Ulaszek send an email to [email protected] or [email protected]. If you want to call Mike Ulaszek try calling on 847-736-4836. (updated on February 14, 2025)
What company does Mike Ulaszek work for?
Mike Ulaszek works for Edward Jones
What is Mike Ulaszek's role at Edward Jones?
Mike Ulaszek is Financial Advisor
What industry does Mike Ulaszek work in?
Mike Ulaszek works in the Financial Services industry.
Mike Ulaszek Email Addresses
Mike Ulaszek Phone Numbers
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