Unclaimed Profile

Trevor Shawn Sutterfield

SUTTERFIELD FINANCIAL GROUP, INC.·BARTLESVILLE, Oklahoma

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TO26 years registeredSUTTERFIELD FINANCIAL GROUP, INC.

501 SE FOURTH STREET, BARTLESVILLE, OK 74003CRD# 2236383Firm CRD# 115652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Trevor Shawn Sutterfield · BARTLESVILLE, OK

Registration

CRD #2236383 · SUTTERFIELD FINANCIAL GROUP, INC. · 26 years registered

Brand Profile

Not yet started

Career History

SUTTERFIELD FINANCIAL GROUP, INC.

Jan 2000 – present

AMERICAN GENERAL SECURITIES INCORPORATED

Sep 2006 – Dec 2007

BARTLESVILLE, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 24, 2000

Years registered · 26

Disclosure History

2016Customer Dispute·Settled

2013Customer Dispute·Settled

2009Customer Dispute·Denied

2008Customer Dispute·Settled

2004Customer Dispute·Withdrawn

6 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

SUTTERFIELD FINANCIAL GROUP, INC.

CRD 115652 · SEC 801-63652

AUM

$202M

Regulatory assets under management

Employees

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

View all advisors at SUTTERFIELD FINANCIAL GROUP, INC. →

Introduction

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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.

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