Financial advisers in Columbia, Missouri

Adviser profiles

• Jon SundvoldOwnerSundvold Capital ManagementCRD 1881034
• Gregory HollowayInvestment adviser representativeSundvold Capital ManagementCRD 2339837
• GGGregory GrimesInvestment adviser representativeStrategic Equity ManagementCRD 2532212
• RBRichard BartolacciInvestment adviser representativeSundvold Capital ManagementCRD 2539103
• JWJoseph WatzInvestment adviser representativeConvergence FinancialCRD 2968014
• Bryan EnglandChief Compliance OfficerSundvold Capital ManagementCRD 4629110
• RWRobert WeagleyInvestment adviser representativeSundvold Capital ManagementCRD 4629112
• TCTravis CookCEO and MemberConvergence FinancialCRD 5222336
• Tyler HoffmannPresident and MemberConvergence FinancialCRD 5684883
• APAdam ParrieChief Compliance OfficerConvergence FinancialCRD 6104343
• Austin HarrisonInvestment adviser representativeConvergence FinancialCRD 6709291
• PBPhillip BaconInvestment adviser representativeConvergence FinancialCRD 6768592
• Melinda McCubbinPresidentTruman Wealth AdvisorsCRD 6926049
• Wilson SundvoldInvestment adviser representativeSundvold Capital ManagementCRD 7045965
• Mark BrooksInvestment adviser representativeConvergence FinancialCRD 7244133

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.