Sundvold Financial

Sundvold Financial (CRD# 108176) is a financial advisory firm headquartered in Columbia, MO. They manage $411,000,000 in 500 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $822,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Sundvold Financial
Showing 1 - 6 of 6 top financial advisors.
1
Richard K. Bartolacci
CRD#: 2539103
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203
96
Wealthminder
score

Richard Bartolacci (CRD# 2539103) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 22 years of experience in the finance industry.

2
Robert O. Weagley
CRD#: 4629112
3610 Buttonwood Drive, Suite 200, Columbia , MO 65201
96
Wealthminder
score

Robert Weagley (CRD# 4629112) is an Investment Advisor Representative working at Sundvold Financial in Columbia , MO and has over 16 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.

3
Bryan A. England
CRD#: 4629110
3610 Buttonwood Drive, Suite 200, Columbia, MO 65201
93
Wealthminder
score

Bryan England (CRD# 4629110) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 17 years of experience in the finance industry.

4
Gregory D. Holloway
CRD#: 2339837
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203
93
Wealthminder
score

Gregory Holloway (CRD# 2339837) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 23 years of experience in the finance industry.

5
Joshua A. Putnam
CRD#: 4358266
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203
93
Wealthminder
score

Joshua Putnam (CRD# 4358266) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 15 years of experience in the finance industry.

6
Jon T. Sundvold
CRD#: 1881034
3610 Buttonwood Drive, Suite 200, Columbia, MO 65201
93
Wealthminder
score

Jon Sundvold (CRD# 1881034) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 28 years of experience in the finance industry.

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