TrueAdvisor
TrueAdvisor
MV
MV

Michael Allen Villeneuve

Aegis Financial
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & Coaching
Aegis Financial
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
512 clients
Average Client Portfolio
$818K average
Assets Under Management
$419.0M

Fee Structure

Minimum Investment:None

Location

530 N Koeller St, Oshkosh, WI, 54902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael works as an associate advisor in service and operations for Aegis Financial, a registered investment advisor. This is a full-time commitment, with 140 hours during trading hours.

Employment History
Current Registrations
Aegis Financial
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Private Client Services, LLCBroker
October 2019 - December 2020 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
November 2018 - October 2019 · 11 mos
National Planning CorporationBroker
March 2018 - July 2018 · 4 mos
Invest Financial CorporationBroker
February 2018 - July 2018 · 5 mos
Investment Centers of America, INC.Broker
October 2007 - July 2018 · 10 yrs 9 mos
Sii Investments, INC.Broker
October 2007 - July 2018 · 10 yrs 9 mos
National Planning CorporationBroker
October 2007 - December 2015 · 8 yrs 2 mos
World Group Securities, INC.Broker
October 2004 - November 2006 · 2 yrs 1 mo
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.