Jason Tinklenberg is a registered investment advisor, based in Bartlesville, OK, with 23 years of industry experience.
Location
501 SE Fourth Street, Bartlesville, OK, 74003
Get directionsHistory
Regulatory History (4)
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Customer Dispute
May 2016Settled
Customer Dispute
April 2016Settled
Customer Dispute
July 2008Denied
Customer Dispute
January 2008Denied
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 · 10 yrs 1 mo
Sutterfield Financial Group, INC.
October 2005 - Present · 20 yrs 6 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
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.
Exams
No exam information available for this advisor.