Robert O. Weagley
Investment adviser representative at Sundvold Financial
42 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
42 years in the industry.
- Sundvold FinancialJan 2000 to now
- Sundvold Capital ManagementJan 1999 to now
- University of MissouriSep 1984 to now
Designations
- CFP® certification
Exams passed
- 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
- 4629112
- Firm CRD
- 108176