Wilson Sundvold (CRD# 7045965) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 4 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 Financial | Columbia, MO | Jul 2021 - Current | 2 |
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 |
- 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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