Sundvold Financial

Robert Weagley is a CFP® and holds a Series 65 license with 26 years of industry experience. He has been with Sundvold Capital Management since 1999 and serves as a professor at the University of Missouri. Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework that combines institutional, active, and passive managers to achieve global diversification.

Wilson Sundvold is a financial advisor at Sundvold Financial in Columbia, MO, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Century Investment Services, Inc. and Cerner Corporation. Sundvold has been with Sundvold Financial since 2016, with a brief hiatus before returning in 2021. Sundvold Financial provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach focused on strategic asset allocation and global diversification, with client relationships managed through documented processes and non-discretionary account oversight.

Bryan England is a financial advisor at Sundvold Financial in Columbia, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Sundvold Capital Management since 1999. Sundvold Financial offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining institutional, active, and passive managers within a core-and-satellite framework, with a focus on documented, process-driven client relationships.

Jon Sundvold is a financial advisor at Sundvold Financial in Columbia, MO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Sundvold Capital Management since 1997. Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining institutional, active, and passive managers within a core-and-satellite framework and manages client assets on a non-discretionary basis.

Richard Bartolacci is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Sundvold Financial since 2006 and has concurrent experience with Securities America Advisors Inc. and Securities America Inc. since 2005. Sundvold Financial is a team of six advisors providing personalized financial planning and investment management to individuals, trusts, charitable organizations, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset allocation approach combining institutional, active, and passive managers, emphasizing documented, process-driven relationships with non-discretionary client trade approval.

Gregory Holloway is a financial advisor with Sundvold Financial in Columbia, MO, holding a Series 63 designation and 26 years of industry experience. He has worked at Sundvold Financial since 2005 and has extensive prior experience with firms including MML Investors Services, Massachusetts Mutual Life Insurance Co, and Legacy Financial Group. Sundvold Financial provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach, combining institutional, active, and passive managers to achieve global diversification, and emphasizes documented, process-driven client relationships managed on a non-discretionary basis.