Trevor Sutterfield
Trevor Sutterfield is a registered investment advisor at Sutterfield Financial Group, INC., based in Bartlesville, OK, with 33 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,003 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG provides investment management services for an annual fee based on the amount of your portfolio. The fee ranges from 0.40% to 2.40% per year, depending on the size of your portfolio and the services provided. The fee is charged quarterly, based on the market value of your investments on the last day of the previous quarter.
Location
501 SE Fourth Street, Bartlesville, OK, 74003
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2016Customer Dispute
April 2016Customer Dispute
January 2013Customer Dispute
July 2009Customer Dispute
July 2008Customer Dispute
December 2004Other 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.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Sutterfield Financial Group, INC.
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.