Wilson Sundvold has been an investment adviser representative at Sundvold Capital Management since July 2021, and is not listed among the firm’s executive officers or direct owners. Wilson Sundvold holds an MBA.
Sundvold Capital Management LLC is a Columbia, MO firm with $233M under management, 480 clients and 5 advisers in one office, as of its March 2026 filing.
Wilson Sundvold is an Investment Advisor at Sundvold Financial. He meets with plan participants on site and acts as a daily point of contact for plan sponsors and employers.
Wilson Sundvold’s longest registration is the current one, 5 years at Sundvold Capital Management since 2021. Before joining Sundvold Capital Management in 2021, Wilson Sundvold was registered through American Century Investments Private Client Group, Inc.
- Sundvold FinancialCurrent– present · 5 yearsColumbia, MO · Adviser representative · Firm CRD 108176
- American Century Investments Private Client Group, Inc.– · 1 yearKansas City, MO · Adviser representative · Firm CRD 290043
Professional designations
Listed by Sundvold Capital Management
- AIF®
Investment adviser representative registrations
Wilson Sundvold is registered as an investment adviser representative in Missouri, since July 2021.
- MissouriSince 20 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2020 |
| Series 7TO | General Securities Representative Examination | 15 October 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 8 February 2019 |
| SIE | Securities Industry Essentials Examination | 25 January 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7045965
- Firm
- Sundvold Capital Management · CRD 108176
- Office
- 1000 W. NIFONG, BUILDING 4, SUITE 104, Columbia, MO 65203
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sundvold.com
Where does Wilson Sundvold work?
Wilson Sundvold is an investment adviser representative registered through Sundvold Capital Management LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Wilson Sundvold a financial advisor?
Yes. Wilson Sundvold has a current investment-adviser registration in Missouri, through Sundvold Capital Management since July 2021.
How many years of experience does Wilson Sundvold have?
Wilson Sundvold has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Wilson Sundvold passed?
Wilson Sundvold has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in January 2019.
Where did Wilson Sundvold work before Sundvold Capital Management?
Before Sundvold Capital Management, Wilson Sundvold was registered through American Century Investments Private Client Group, Inc., January 2020 to July 2021.
Where is Wilson Sundvold based?
Wilson Sundvold’s registered office is in Columbia, MO.
Is Wilson Sundvold registered with FINRA?
No. Wilson Sundvold has no current broker registration.
How can I verify Wilson Sundvold’s record?
Search CRD 7045965 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wilson Sundvold’s full registration record.
