Jon Sundvold (CRD# 1881034) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 35 years of experience in the finance industry.
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 | Oct 1997 - Current | 26 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1988 |
- 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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