Robert
Weagley

Sundvold Financial

CRD#4629112
Investment Advisor
in Columbia, MO

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About this Advisor

Robert Weagley is a financial advisor based in Columbia, Missouri, working with Sundvold Financial. Robert has previously held positions at Sundvold Capital Management and the University Of Missouri. Robert has passed the Series 65 regulatory exam and is registered to provide services in Missouri. Currently, Robert is part of Sundvold Financial, which operates out of Columbia, Missouri. The firm has 8 employees and manages assets totaling $209.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sundvold Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3610 Buttonwood Drive Suite 200
Columbia, MO 65201

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Sundvold Financial Brokerage Details

Total Assets Under Management

$209,000,000

MO Average: $11,469,110,461
Total Number of Employees

8

MO Average: 458
Total Number of Accounts

435

MO Average: 33,415
Average Account Size

$480,460

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Robert Weagley Work History

1999 - Present (25 years)

Sundvold Capital Management

1984 - Present (40 years)

University Of Missouri

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Weagley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sundvold Financial

Wilson Sundvold
Columbia, MO
Eric Morrison
Columbia, MO
Richard Bartolacci
Columbia, MO
Joshua Putnam
Columbia, MO
Bryan England
Columbia, MO
Jon Sundvold
Columbia, MO
Gregory Holloway
Columbia, MO
Robert Weagley
Columbia, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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