Michael Villeneuve (CRD# 4856232) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 19 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Aegis Financial | Oshkosh, WI | Mar 2021 - Current | 3 |
Aegis Financial | Oshkosh, WI | Oct 2018 - Current | 5 |
Private Client Services | Oshkosh, WI | Oct 2019 - Nov 2020 | 1 |
Raymond James Financial Services, Inc. | Oshkosh, WI | Oct 2018 - Oct 2019 | 1 |
Unemployed | Oshkosh, WI | Jul 2018 - Oct 2018 | < 1 |
Investment Financial Corp. | Appleton, WI | Feb 2018 - Jul 2018 | < 1 |
National Planning Corp. | Appleton, WI | Sep 2007 - Jul 2018 | 10 |
Investment Centers Of America | Appleton, WI | Sep 2007 - Jul 2018 | 10 |
Sii Investments/national Planning Holdings | Appleton, WI | Jul 2007 - Jul 2018 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2004 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- WI
-
Total Assets Under Management357MILLIONS
-
Total Number of Accounts1,735ACCOUNTS
-
Average Account Value$205,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MI, MN, WI
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