Wilson Sundvold
Professional summary
Wilson Sundvold, AIF®, who also goes by Wilson T Sundvold, Wilson Thomas Sundvold, is a registered financial advisor currently at SUNDVOLD FINANCIAL located in Columbia, Missouri.
Wilson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Wilson has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wilson Sundvold's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 20, 2021 - Present
SUNDVOLD FINANCIAL
Office #1: 1000 W. Nifong Building 4, Suite 104, Columbia, MO 65203January 31, 2020 - July 20, 2021
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
February 8, 2019 - July 20, 2021
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
SUNDVOLD FINANCIAL
CRD#: 108176 / SEC#: 801-57007
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/20/2021)
Exams
Series 7TO
Date: 10/15/2019
General Securities Representative ExaminationSeries 6TO
Date: 2/8/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
SUNDVOLD FINANCIAL
CRD#: 108176 / SEC#: 801-57007
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 450 |
| AUM (Assets Under Management) | $ 234,000,000 |
Red Flags
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Company Information
SUNDVOLD FINANCIAL
CRD#: 108176Columbia, MO 65203TRUST BUT VERIFY
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