Michael Anthony Bergeron

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 01/2021 → 02/2021
  Waffle House
  Monroe, LA
• 02/2020 → 03/2020
  Spencer Calahan Injury Attorney
  Baton Rouge, LA
• 12/2019 → 02/2020
  Claire Edwards Attorney At Law
  Lafayette, LA
• 03/2018 → 03/2019
  Vivint
  Bismarck, ND
• 01/2018 → 05/2020
  Louisiana State University - Baton Rouge
  Baton Rouge, LA
• 12/2016 → 08/2018
  Maxwell Market
  Baton Rouge, LA
• 01/2019 → 08/2019
  H20 Auto Spa
  Baton Rouge, LA
• 03/2017 → 01/2018
  Game Ready
  Port Allen, LA
• 05/2020 → 12/2020
  Unemployed
  Baton Rouge, LA
• 10/2013 → 10/2016
  H20 Auto Spa
  Baton Rouge, LA
• 10/2016 → 03/2017
  Maxwell's Market
  Baton Rouge, LA
• 01/2025 → Present
  Charles Schwab Bank
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-01-24
• S63 Uniform Securities Agent State Law Examination
  2021-09-17

Designations

• Certified Financial Planner

Other Names

• Michael Bergeron