A complete list of active advisors currently associated with Sundvold Financial

Warmer can help you find a great advisor at Sundvold Financial or one who fits your needs even better.

Sundvold Financial provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm reports $232.9 million in regulatory assets under management and approximately $611.9 million in assets under advisement, and it also furnishes advice to participants in defined‑contribution retirement plans and can serve as an ERISA 3(38) investment fiduciary for plan sponsors. The firm describes a process‑driven, client‑focused approach that begins with documented goals and investment policy statements and uses a core‑and‑satellite, strategic asset allocation framework combining active managers and passive index/ETF exposure. Assets are invested primarily with institutional managers and funds, and Sundvold Financial manages client portfolios on a non‑discretionary basis (the firm reports 100% of AUM as non‑discretionary). Sundvold Financial discloses that it operates as an independent insurance agent and may offer insurance products for which it receives commissions, a potential conflict it documents in its brochure, and it does not sell proprietary investment products or accept soft dollars. Compared with many similarly sized advisory teams, the firm’s emphasis on plan participant services/ERISA 3(38) work, its predominance of non‑discretionary management, and its role as an insurance broker are notable, while its client mix does not emphasize high‑net‑worth individuals.

To learn more about the advisors currently working at Sundvold Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.