Richard Kevin Bartolacci
Investment adviser representative at Sundvold Financial
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$232.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Sundvold FinancialOct 2006 to now
- Securities America Advisors Inc.Oct 2005 to now
- Securities America Inc.Aug 2005 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MO).
Sundvold Financial
Legal name: Sundvold Capital Management LLC
$232.9MAssets managed
480Clients
6Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2539103
- Firm CRD
- 108176