Michael
Villanueva

Pfg Advisors

CRD#2140331
Investment Advisor
in Laguna Niguel, CA

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About this Advisor

Michael Villanueva is a financial advisor based in Laguna Niguel, California, working with Pfg Advisors. Michael has previously held positions at Wells Fargo Advisors LLC, Agg Asset Management, LLC, Insight Securities, Inc, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Principal Securities Inc, Principal Life Insurance Company, Comerica Securities, Inc, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of Pfg Advisors, which operates out of Laguna Niguel, California. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Laguna Niguel, CA

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

CA Average: $1,555,372,352
Total Number of Employees

115

CA Average: 37
Total Number of Accounts

11,752

CA Average: 1,370
Average Account Size

$198,543

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Villanueva Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Pfg Advisors

2018 - 2020 (2 years)

Comerica Securities, Inc

2017 - 2018 (1 year)

Principal Securities Inc

2017 - 2018 (1 year)

Principal Life Insurance Company

2016 - 2017 (1 year)

Bank Of America, N.A

2016 - 2017 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2015 (< 1 year)

Agg Asset Management, LLC

2015 - 2016 (1 year)

Insight Securities, Inc

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Michael Villanueva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Andrew Johnson
Gilbert, AZ
Mark Nickles
Phoenix, AZ
Chad Walker
Phoenix, AZ
Heather Metcalf
Springfield, OR
Andrew Van Dyke
Eagle, ID
John Griffith
Eugene, OR
Eric Stelnick
Valencia, CA
Thomas Green
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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