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JT
JT

Jason Scott Tinklenberg

Sutterfield Financial Group, INC.
23 Years of Experience
4 DisclosuresBrokerSells 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 (4)
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
July 2008
Denied
Customer Dispute
January 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason is an Investment Advisor Representative (IAR) with Sutterfield Financial Group since 2005 and owns Tinklenberg Financial Group, Inc. He also sells fixed insurance products and is involved in several other business activities, including real estate ownership and non-profit work.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2016 - Present · 9 yrs 11 mos
Sutterfield Financial Group, INC.
October 2005 - Present · 20 yrs 4 mos
Previous Registrations
National Planning CorporationBroker
October 2007 - March 2016 · 8 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
October 2007 - October 2007 · 0 mos
American General Securities Incorporated
January 2005 - September 2005 · 8 mos
American General Securities IncorporatedBroker
October 2002 - October 2007 · 5 yrs
State Registrations10 states
ARAZCAIAILMNMTOKSDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.