Sundvold Financial

Sundvold Financial (CRD# 108176) is a financial advisory firm headquartered in Columbia, MO. They manage $209,000,000 in 435 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $480,460
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
The map below shows states where this firm has explicit registration only.

MO

Financial Advisors at Sundvold Financial
Showing 1 - 8 of 8 top financial advisors.
1
Richard K. Bartolacci
CRD#: 2539103
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203

Richard Bartolacci (CRD# 2539103) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 29 years of experience in the finance industry.

2
Bryan A. England
CRD#: 4629110
3610 Buttonwood Drive, Suite 200, Columbia, MO 65201

Bryan England (CRD# 4629110) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 24 years of experience in the finance industry.

3
Gregory D. Holloway
CRD#: 2339837
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203

Gregory Holloway (CRD# 2339837) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 30 years of experience in the finance industry.

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

Joshua Putnam (CRD# 4358266) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has over 22 years of experience in the finance industry.

5
Jon T. Sundvold
CRD#: 1881034
3610 Buttonwood Drive, Suite 200, Columbia, MO 65201

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.

6
Robert O. Weagley
CRD#: 4629112
3610 Buttonwood Drive, Suite 200, Columbia , MO 65201

Robert Weagley (CRD# 4629112) is an Investment Advisor Representative working at Sundvold Financial in Columbia , MO and has over 24 years of experience in the finance industry.

7
Eric R. Morrison
CRD#: 5450565
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203

Eric Morrison (CRD# 5450565) is an Investment Advisor Representative working at Sundvold Financial in Columbia, MO and has 1 year of experience in the finance industry.

8
Wilson Sundvold
CRD#: 7045965
1000 W. Nifong, Building 4, Suite 104, Columbia, MO 65203

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.

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