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Jon Thomas Sundvold

Sundvold Financial

Columbia, MO

CRD 1881034

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Employer firm

Sundvold Financial CRD 108176

$233M regulatory AUM 45 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Sundvold Financial

1000 W. Nifong Building 4, Suite 104, Columbia, MO 65203 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 1997-09-12
  • MO RA
    APPROVED
    Since 1997-09-12

Branch Locations

1000 W. Nifong Building 4, Suite 104, Columbia, MO 65203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sundvold Capital Management Columbia MO 10/1997 Present
  • 10/1997 → Present
    Sundvold Capital Management
    Columbia, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
S63 Uniform Securities Agent State Law Examination 1988-09-23
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11
  • S63 Uniform Securities Agent State Law Examination
    1988-09-23

View on SEC IAPD

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