Robert WeagleyCRD Number: 4629112
Current Firm: Sundvold Financial
Robert Weagley (CRD# 4629112) is an Investment Advisor Representative working at Sundvold Financial in Columbia , MO and has over 17 years of experience in the finance industry. Robert Weagley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cutter & Company, Inc.
|Sundvold Capital Management||Columbia, MO||Jan 1999 - Current||18|
|University Of Missouri||Columbia, MO||Sep 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management411MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$822,000
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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