AdvisorOS Directory
Claim Profile
TS

Trevor Shawn Sutterfield

SUTTERFIELD FINANCIAL GROUP, INC.·BARTLESVILLE, Oklahoma
Unclaimed Profile
501 SE FOURTH STREET, BARTLESVILLE, OK 74003CRD# 2236383Firm CRD# 115652
01

About

Trevor Shawn Sutterfield 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# 2236383
Firm CRD# 115652
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BARTLESVILLE?

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

Browse BARTLESVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Trevor Shawn Sutterfield offer?
Trevor Shawn Sutterfield specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BARTLESVILLE, Oklahoma for a consultation.
What are Trevor Shawn Sutterfield's credentials?
Trevor Shawn Sutterfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Shawn Sutterfield located?
Trevor Shawn Sutterfield 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 Trevor Shawn Sutterfield charge for services?
Trevor Shawn Sutterfield'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 in BARTLESVILLE
Jon Aubrey Nettles — THE FOCUS GROUP ADVISORS, LLCRobert Curtiss Marlowe — THE FOCUS GROUP ADVISORS, LLCKelli Ann Barham — SUTTERFIELD FINANCIAL GROUP, INC.Zachary Hyden — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile