Robert Weagley, financial advisor Columbia  MO
96 score

Robert Weagley

CRD 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.

Similar Advisors
Matthew Harrison, financial advisor Columbia  MO
Matthew Harrison
CRD# 5273389
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Richard Bartolacci, financial advisor Columbia  MO
Richard K. Bartolacci
CRD# 2539103
Sundvold Financial
Similar Advisors
John Blattel, financial advisor Columbia  MO
John T. Blattel
CRD# 2271365
Cutter & Company, Inc.
Professional Designations
Company Name Location Dates Years
Sundvold Capital Management Columbia, MO Jan 1999 - Current 18
University Of Missouri Columbia, MO Sep 1984 - Current 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert O. Weagley
Phone Number: 573-443-1000
Firm Website:
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.