Financial ADVSR advisor directory · SEC adviser records
Sundvold Financial financial advisors in Columbia, MO
Every SEC-registered investment adviser representative at a Sundvold Financial office in Columbia, A to Z.
The short answer
6 registered advisors work at Sundvold Financial in Columbia, out of 6 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Sundvold Financial advisors in Columbia, A to Z
Every Sundvold Financial advisor →- Richard K. BartolacciChartered Financial Consultant
- Bryan A. EnglandInvestment adviser rep
- Gregory D. HollowayInvestment adviser rep
- Jon T. SundvoldInvestment adviser rep
- Wilson SundvoldInvestment adviser rep
- Robert O. WeagleyCertified Financial Planner
Sundvold Financial advisors in every city and state →Sundvold Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Columbia
All Columbia advisors →Edward Jones 31Convergence Financial 15LPL Financial LLC 13Stifel, Nicolaus & Company, Incorporated 10Cetera Investment Advisers LLC 8State Farm Investment Management Corp. 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 6Propartners Wealth 6Alexander Labrunerie & Co., Inc. 5Wilkerson Advisory Group LLC 5Eagle Bluffs Wealth Management LLC 3Integrity Advisory Solutions 3
Questions
How many financial advisors does Sundvold Financial have in Columbia?
6 investment adviser representatives are registered at Sundvold Financial offices in Columbia, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Sundvold Financial one of the largest advisor employers in Columbia?
Sundvold Financial ranks number 9 in Columbia by registered advisors; Edward Jones has the most, with 31.
How do I check a Sundvold Financial advisor in Columbia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sundvold Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.