Michael Villanueva
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Oct 2023 to now
- Charles Schwab Bank, SsbOct 2023 to now
- First Command Advisory Services, Inc.Apr 2020 to Oct 2023
- First Command Brokerage ServicesApr 2020 to Oct 2023
- First Command Insurance Services, Inc.Apr 2020 to Oct 2023
- First CommandDec 2019 to Apr 2020
- 1st Armored Division, US ArmyApr 2017 to Dec 2019
- Tradoc, US ArmySep 2016 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7211158
- Firm CRD
- 5393