Sundvold Financial

EST. AUM
$234,000,000

CONTACTS
1

CLIENT ACCOUNTS
450

Firm Details

Metro area Kansas City
CRD Number 108176
Website sundvold.com
Client types

Overview

Founded in 1997, Sundvold Financial is a client-focused RIA based in Columbia, Missouri, specializing in fee-only financial and retirement advisory services. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, nonprofits, and small businesses. Through a process-driven, transparent approach, Sundvold delivers comprehensive financial planning, cash flow analysis, insurance and estate review, and fiduciary investment consulting without engaging in proprietary product sales.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sundvold Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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