Wilson Sundvold
Investment adviser representative at Sundvold Financial
15 yearsExperience
1 stateRegistered in
$232.9MFirm assets
26 yearsFirm in business
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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
15 years in the industry.
- Sundvold FinancialJul 2021 to now
- American Century Investment Services, Inc.Jan 2019 to Jul 2021
- Cerner CorporationFeb 2017 to Jan 2019
- Sundvold FinancialMay 2016 to Feb 2017
- University of Missouri - ColumbiaAug 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
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
- 7045965
- Firm CRD
- 108176