Wilson Sundvold, financial advisor Columbia MO

Wilson Sundvold

CRD Number: 7045965
Current Firm: Sundvold Financial

Wilson Sundvold (CRD# 7045965) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sundvold Financial Columbia, MO Jul 2021 - Current 1
American Century Investment Services, Inc. Kansas City, MO Jan 2019 - Jul 2021 2
Cerner Corporation Kansas City, MO Feb 2017 - Jan 2019 1
Sundvold Financial Columbia, MO May 2016 - Feb 2017 < 1
University Of Missouri - Columbia Columbia, MO Aug 2011 - Dec 2016 5
Unemployed Columbia, MO Sep 2015 - May 2016 < 1
Columbia Golf Foundation Columbia, MO May 2012 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Wilson Sundvold
Phone Number: 573-443-1000
Firm Website: http://www.sundvold.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    167
    MILLIONS
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $388,372
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
  • Pension consulting services
Types of Clients
Registered States

MO

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