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Trevor Shawn Sutterfield

Sutterfield Financial Group, INC.
33 Years of Experience
6 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Sutterfield Financial Group, INC.
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

Location

501 SE Fourth Street, Bartlesville, OK, 74003

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Settled
Customer Dispute
April 2016
Settled
Customer Dispute
January 2013
Settled
Customer Dispute
July 2009
Denied
Customer Dispute
July 2008
Settled
Customer Dispute
December 2004
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Trevor is involved in numerous business activities, including pension-related services, aircraft and property management, agriculture, financial and tax consulting, construction management, and real estate ventures. He also owns SFG Insurance, an independent insurance sales business, taking about a quarter of his time.

Employment History
Current Registrations
Sutterfield Financial Group, INC.
January 2000 - Present · 26 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2007 - December 2023 · 16 yrs
American General Securities Incorporated
September 2006 - December 2007 · 1 yr 3 mos
American General Securities IncorporatedBroker
October 2002 - December 2007 · 5 yrs 2 mos
Sutterfield Financial Group, INC.
January 2000 - December 2002 · 2 yrs 11 mos
Franklin Financial Services CorporationBroker
January 1995 - October 2002 · 7 yrs 9 mos
Pruco Securities CorporationBroker
May 1992 - January 1995 · 2 yrs 8 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.
Trevor Shawn Sutterfield - Financial Advisor | TrueAdvisor