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Kevin A Kornegay

SUTTERFIELD FINANCIAL GROUP, INC.·BARTLESVILLE, Oklahoma
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501 SE FOURTH STREET, BARTLESVILLE, OK 74003CRD# 6134556Firm CRD# 115652
01

About

Kevin A Kornegay is a registered financial advisor based in BARTLESVILLE, Oklahoma, affiliated with SUTTERFIELD FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUTTERFIELD FINANCIAL GROUP, INC.
SUTTERFIELD FINANCIAL GROUP, INC.
AUM
$202M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at SUTTERFIELD FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6134556
Firm CRD# 115652
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin A Kornegay offer?
Kevin A Kornegay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Kevin A Kornegay's credentials?
Kevin A Kornegay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin A Kornegay located?
Kevin A Kornegay is based in BARTLESVILLE, Oklahoma, working with SUTTERFIELD FINANCIAL GROUP, INC.. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.
How does Kevin A Kornegay charge for services?
Kevin A Kornegay's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUTTERFIELD FINANCIAL GROUP, INC.?
SUTTERFIELD FINANCIAL GROUP, INC. has approximately 24 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BARTLESVILLE
Jon Aubrey Nettles — THE FOCUS GROUP ADVISORS, LLCRobert Curtiss Marlowe — THE FOCUS GROUP ADVISORS, LLCTrevor Shawn Sutterfield — SUTTERFIELD FINANCIAL GROUP, INC.Kelli Ann Barham — SUTTERFIELD FINANCIAL GROUP, INC.Daniel Andrew Vise — THE FOCUS GROUP ADVISORS, LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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