Michael Villanueva

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

• 04/2017 → 12/2019
  1St Armored Division, Us Army
  Fort Bliss, TX
• 09/2016 → 03/2017
  Tradoc, Us Army
  Fort Sill, OK
• 12/2019 → 04/2020
  First Command
  Fort Worth, TX
• 04/2020 → 10/2023
  First Command Brokerage Services
  Fort Worth, TX
• 04/2020 → 10/2023
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 04/2020 → 10/2023
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 10/2023 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 10/2023 → Present
  Charles Schwab Bank, Ssb
  Austin, TX

Previous Registrations

• 2020-06-25 → 2023-10-20
  First Command Advisory Services
  Fort Worth, TX
  Killeen, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-06-22

Designations

• Chartered Financial Consultant

Other Names

• Michael Rey Villanueva