Jason Tinklenberg, financial advisor Bartlesville OK
83 score

Jason Tinklenberg

CRD Number: 4583992
Current Firm: Sutterfield Financial Group, Inc.

Jason Tinklenberg (CRD# 4583992) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bartlesville, OK and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Feb 2016 - Current < 1
Sutterfield Financial Group, Inc. Sioux Falls, SD Aug 2005 - Current 11
National Planning Corporation Sioux Falls, SD Oct 2007 - Mar 2016 8
American General Securities Incorporated Sioux Falls, SD Oct 2002 - Oct 2007 5
Aig American General Life Insurance Company Sioux Falls, SD Oct 2002 - Oct 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Aug 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason S. Tinklenberg
Phone Number: (918) 338-2255
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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