Aaron Kvistero (CRD# 4673435) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bartlesville, OK and has over 20 years of experience in the finance industry.
CRD# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2016 - Current | 8 |
| Sutterfield Financial Group, Inc. | Sioux Falls, SD | Aug 2005 - Current | 18 |
| National Planning Corporation | Sioux Falls, SD | Oct 2007 - Mar 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- SD
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts2,259ACCOUNTS
-
Average Account Value$89,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AR, AZ, CA, IA, IL, KS, LA, MI, MN, MO, ND, NE, NM, NV, OK, SD, TX
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