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Sundvold Financial
Sundvold Financial is a fee-only financial advisory firm in Columbia, MO serving corporations and high net worth individuals since 1997. It is a Registered...
Overview
Sundvold Financial is a fee-only financial advisory firm in Columbia, MO serving corporations and high net worth individuals since 1997. It is a Registered Investment Advisor with the Securities and Exchange Commission and provides corporate retirement planning, employee benefits, and personal financial planning. The firm strives to be the premier corporate benefits firm for private businesses and public entities as well as a trusted advisor for personal financial planning.
General information
Firm type
RIA
Year founded
1997
Location
Region
North America
Country
United States
City
Columbia
Principals
Mike Sundvold
President
Frequently asked questions
What is the background of the firm's founder?
Mike Sundvold played professional basketball in the NBA after a successful collegiate career at the University of Missouri. Following his time as a player, he transitioned into financial services, founding Sundvold Financial to manage assets and advise families, bringing the same competitive discipline from athletics into wealth management.
How does Sundvold Financial source its client relationships?
The firm relies heavily on the founder's personal network and reputation, which were built over decades in professional sports and the adjacent business and civic communities. This network-based sourcing model means growth is organic and relationship-driven rather than fueled by marketing spend or a large business-development team.
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