Robert
Weagley
Sundvold Financial
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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
Services Offered
Fee Structure
Office Location
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Sundvold Financial Brokerage Details
$209,000,000
8
435
$480,460
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Weagley Work History
Sundvold Capital Management
University Of Missouri
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
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
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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