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- Custodian
- Charles Schwab & Company · Pershing · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-1997
- Office Locations
- 2
Office Locations
About Sundvold Financial
Sundvold Financial is a fee-only, SEC-registered RIA in Columbia, MO serving plan sponsors/employers and high net worth individuals. The firm specializes in corporate retirement planning, including ERISA 3(21) and 3(38) named fiduciary services, and supports employers with employee benefits provider selection and advocacy across the Midwest. For individuals, it delivers ongoing financial planning and portfolio construction using mutual funds/ETFs and fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JON THOMAS SUNDVOLD
Owner
- CRD
- #1881034
- Ownership
- 75% or more
BRYAN ASHLEY ENGLAND
Chief Compliance Officer, Director, DIRECTOR OF OPERATIONS
- CRD
- #4629110
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RICHARD KEVIN BARTOLACCI
--
- CRD
- #2539103
GREGORY DEAN HOLLOWAY
--
- CRD
- #2339837
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $232,900,000 | $485,208 |
| Total | $232,900,000 | $485,208 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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