Claim Profile
Unclaimed Profile
NB

Nathan Micah Barham

SUTTERFIELD FINANCIAL GROUP, INC.·BARTLESVILLE, Oklahoma
SIE, Series 6, Series 63, Series 6519 years registeredSUTTERFIELD FINANCIAL GROUP, INC.
501 SE FOURTH STREET, BARTLESVILLE, OK 74003CRD# 4632835Firm CRD# 115652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Micah Barham · BARTLESVILLE, OK
Registration
CRD #4632835 · SUTTERFIELD FINANCIAL GROUP, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

PERSPECTIVE ADVISORS, LLC
May 2019present
Mar 2007May 2019
BARTLESVILLE, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · March 19, 2007
Years registered · 19
03

Disclosure History

2010Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SUTTERFIELD FINANCIAL GROUP, INC.
CRD 115652 · SEC 801-63652
AUM
$202M
Regulatory assets under management
Employees
24
2,259 client accounts
Services offered by SUTTERFIELD FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Nathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nathan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BARTLESVILLE?

Browse all registered financial advisors in BARTLESVILLE, Oklahoma or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Nathan Micah Barham offer?
Nathan Micah Barham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Nathan Micah Barham's credentials?
Nathan Micah Barham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Micah Barham located?
Nathan Micah Barham 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 Nathan Micah Barham charge for services?
Nathan Micah Barham'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SUTTERFIELD FINANCIAL GROUP, INC.