Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,003 clients
Average Client Portfolio
$220K average
Assets Under Management
$220.8M

Fee Structure

Minimum Investment:None
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Location

16 1st Avenue Ne, Deer River, MN, 56636

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sutterfield Financial Group, INC.
November 2016 - Present · 9 yrs 3 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.