Sutterfield Financial Group, Inc.

Sutterfield Financial Group, Inc. (CRD# 115652) is a financial advisory firm headquartered in Bartlesville, OK. They manage $142,105,767 in 2,434 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $58,384
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, IA, IL, KS, LA, MI, MN, MO, ND, NE, NM, NV, OK, SD, TX

Financial Advisors at Sutterfield Financial Group, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Michael A. Gramm
CRD#: 4713371
217 Industrial Drive Sw, Willmar, MN 56201
96
Wealthminder
score

Michael Gramm (CRD# 4713371) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Willmar, MN and has over 12 years of experience in the finance industry. Michael Gramm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Meredith A. Dekker
CRD#: 4515589
1490 S. Price Road, Suite 103, Chandler, AZ 85286
93
Wealthminder
score

Meredith Dekker (CRD# 4515589) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Chandler, AZ and has over 14 years of experience in the finance industry.

3
Aaron K. Kvistero
CRD#: 4673435
501 Se Fourth Street, Bartlesville, OK 74003
93
Wealthminder
score

Aaron Kvistero (CRD# 4673435) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bartlesville, OK and has over 13 years of experience in the finance industry.

4
Daniel K. Strickland
CRD#: 4741229
Daingerfield, TX
93
Wealthminder
score

Daniel Strickland (CRD# 4741229) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Daingerfield, TX and has over 12 years of experience in the finance industry.

5
Scott G. Weinzierl
CRD#: 5505828
3728 Bemidji Avenue N., Suite C, Bemidji, MN 56601
93
Wealthminder
score

Scott Weinzierl (CRD# 5505828) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bemidji, MN and has over 8 years of experience in the finance industry.

6
Steven B. Riley
CRD#: 6111909
16 First Avenue Ne, Deer River, MN 56636
90
Wealthminder
score

Steven Riley (CRD# 6111909) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Deer River, MN and has over 3 years of experience in the finance industry.

7
Adam J. Dekker
CRD#: 6281587
1490 S. Price Road, Suite 103, Chandler, AZ 85286
88
Wealthminder
score

Adam Dekker (CRD# 6281587) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Chandler, AZ and has over 2 years of experience in the finance industry.

8
Jeremy C. Tims
CRD#: 4259325
612 E. Tan Tara Circle, Suite 400, Sioux Falls, SD 57108
86
Wealthminder
score

Jeremy Tims (CRD# 4259325) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Sioux Falls, SD and has over 16 years of experience in the finance industry. Jeremy Tims has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Nathan M. Barham
CRD#: 4632835
501 Se Fourth Street, Bartlesville, OK 74003
83
Wealthminder
score

Nathan Barham (CRD# 4632835) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Bartlesville, OK and has over 13 years of experience in the finance industry.

10
Nicholas G. Barlas
CRD#: 2201062
615 A Main St., Suite 1, Van Buren, AR 72956
83
Wealthminder
score

Nicholas Barlas (CRD# 2201062) is an Investment Advisor Representative working at Sutterfield Financial Group, Inc. in Van Buren, AR and has over 24 years of experience in the finance industry.

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