Michael Joseph 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

• 02/2016 → 11/2017
  Bank Of America, N.A.
  Fullerton, CA
• 02/2016 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fullerton, CA
• 11/2017 → 12/2018
  Principal Securities Inc
  Costa Mesa, CA
• 11/2017 → 12/2018
  Principal Life Insurance Company
  Costa Mesa, CA
• 12/2018 → 03/2020
  Comerica Securities, Inc.
  Costa Mesa, CA
• 03/2020 → 06/2024
  Securities America, Inc.
  Phoenix, AZ
• 03/2020 → 10/2024
  Pfg Advisors
  Phoenix, AZ
• 06/2024 → 10/2024
  Osaic Wealth, Inc.
  Phoenix, AZ
• 10/2024 → Present
  Charles Schwab & Co., Inc
  Newport Beach, CA
• 10/2024 → Present
  Charles Schwab Bank, Ssb
  Newport Beach, CA

Previous Registrations

• 2020-03-13 → 2024-10-28
  Pfg Advisors
  Laguna Niguel, CA
• 2018-12-12 → 2020-03-16
  Comerica Securities
  Costa Mesa, CA
• 2017-11-07 → 2018-12-12
  Principal Securities, Inc.
  Irvine, CA
• 2016-02-26 → 2017-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, CA
  Fullerton, CA
• 2015-10-28 → 2016-03-07
  Insight Securities, Inc.
  Costa Mesa, CA
  Highland Park, IL
  Costa Mesa, CA
• 2015-04-06 → 2015-08-05
  Agg Asset Management, Llc
  Westlake Village, CA
• 2011-01-03 → 2015-04-07
  Wells Fargo Clearing Services, Llc
  Irvine, CA
  Buena Park, CA
  Roseville, CA
  Sacramento, CA
• 2003-01-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Anaheim, CA
  Anaheim, CA
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-24
• S63 Uniform Securities Agent State Law Examination
  1992-03-06

Other Names

• Michael Joseph Villanueva
• Michael Villanueva