SUTTERFIELD FINANCIAL GROUP, INC.

BARTLESVILLE, Oklahoma·6 registered advisors·CRD# 115652
SEC# 801-636524(918) 338-2255
01

Firm Overview

AUM
$202M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SUTTERFIELD FINANCIAL GROUP, INC.

6 registered advisors
Kelli Ann Barham
BARTLESVILLE, Oklahoma
Kevin A Kornegay
BARTLESVILLE, Oklahoma
Michelle Lee Sutterfield
BARTLESVILLE, Oklahoma
Nathan Micah Barham
BARTLESVILLE, Oklahoma
Trevor Shawn Sutterfield
BARTLESVILLE, Oklahoma
Zachary Hyden
BARTLESVILLE, Oklahoma
05

Office Locations

BARTLESVILLE, Oklahoma
6 advisors

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Data sourced from SEC Form ADV filings. SUTTERFIELD FINANCIAL GROUP, INC. (CRD# 115652) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.