Robert Weagley (CRD# 4629112) is an Investment Advisor Representative working at Sundvold Financial in Columbia , MO and has over 24 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.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sundvold Capital Management | Columbia, MO | Jan 1999 - Current | 25 |
| University Of Missouri | Columbia, MO | Sep 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MO
-
Total Assets Under Management209MILLIONS
-
Total Number of Accounts435ACCOUNTS
-
Average Account Value$480,460
- 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
MO
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