Vonda Joyce Sundt

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 11/2017
  D.A. Davidson & Co.
  Missoula, MT
• 11/2017 → Present
  D.A. Davidson & Co.
  Missoula, MT

Other Businesses

BONDURANT COURT HOA; NON-INVESTMENT RELATED; TREASURER; BEGINNING 7/2012; 0-5 HR/MO. DEVOTED TO THIS ACTIVITY; NO TIME DURING MARKET TRADING HOURS; DUTIES INCLUDE COLLECT HOMEOWNER'S DUES, MONITOR ASSOCIATION ACCOUNT TO ENSURE PROPER BALANCE IS MAINTAINED IN ORDER TO PAY MONTHLY BILLS AND PAY BILLS FOR THE ASSOCIATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-18
• S63 Uniform Securities Agent State Law Examination
  1998-12-18