Wilson Sundvold AIF, MBA

Investment Advisor at Sundvold Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Columbia, Missouri, United States, US

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Bio

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Credentials

  • Accredited Investment Fidiciary
    Fi360 (now Broadridge)
    Aug, 2021
    - Oct, 2024
  • Series 65
    FINRA
    Jan, 2020
    - Oct, 2024
  • Series 7
    FINRA
    Oct, 2019
    - Oct, 2024
  • Series 63
    FINRA
    Apr, 2019
    - Oct, 2024
  • Series 6
    FINRA
    Feb, 2019
    - Oct, 2024
  • SIE
    FINRA
    Jan, 2019
    - Oct, 2024

Experience

  • Sundvold Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor
      • Jul 2021 - Present
  • American Century Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Financial Consultant
      • May 2021 - Jul 2021

    • Client Relationship Associate
      • Oct 2020 - May 2021

    • Client Specialist
      • Dec 2019 - Oct 2020

    • Investment Representative
      • Jan 2019 - Jan 2020

  • Cerner Corporation
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Data Analyst
      • Jun 2017 - Jan 2019

      Work hands on with clients and design custom reports from queries that aid in their population health initiative

    • Consultant
      • May 2017 - Jun 2017

    • Implementation Strategist Intern
      • May 2016 - Jan 2017

      Assist advisors with client information and help build reports for meetings Confirm and assist in the scheduling of appointments on a daily basis Collaborate with advisors on fund selection that attributes to specific clients Fund research using Morningstar and other investment research programs Engaged in client meetings with advisors Integrated Systems Engineering into the development of the intern program Assist advisors with client information and help build reports for meetings Confirm and assist in the scheduling of appointments on a daily basis Collaborate with advisors on fund selection that attributes to specific clients Fund research using Morningstar and other investment research programs Engaged in client meetings with advisors Integrated Systems Engineering into the development of the intern program

  • Mizzou Athletics
    • Student Athlete
      • Aug 2011 - Aug 2016

      Student-athlete at the university of Missouri on the Men's Golf Team. Earned Academic All-American for on course and classroom abilities. Multiple conference honor rolls in both SEC and Big 12 conferences. Student-athlete at the university of Missouri on the Men's Golf Team. Earned Academic All-American for on course and classroom abilities. Multiple conference honor rolls in both SEC and Big 12 conferences.

Education

  • University of Missouri-Columbia
    Master of Business Administration (MBA), Finance
    2015 - 2016
  • University of Missouri-Columbia
    Bachelor of Engineering (B.E.), Industrial Engineering
    2011 - 2015

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