TS
Trevor S. Sutterfield
SUTTERFIELD FINANCIAL GROUP
BARTLESVILLE, OK 74003
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CRD#: 2236383
TS
Professional summary
Trevor Shawn Sutterfield is a registered financial advisor currently at SUTTERFIELD FINANCIAL GROUP, INC. located in Bartlesville, Oklahoma.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Trevor has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PENSION ADVISORS INC, PENSION RELATED SERVICES, COMMENCED 09/2005, CORPORATION, INVESTMENT-RELATED, 40 HOURS/MONTH TIME SPENT, 100% OWNERSHIP, OFFICER : 2) SUTT AIR, LLC, AIRCRAFT MANAGEMENT, COMMENCED 10/05/2007, LLC, NOT INVESTMENT-RELATED, 1 HOUR/MONTH SPENT, 100% OWNERSHIP, OFFICER 3) SHELTRE FARM, LLC, AGRICULTURE, COMMENCED 6/20/2008, LLC, NOT INVESTMENT-RELATED, 1 HOUR/MONTH SPENT, 100% OWNERSHIP, OFFICER 4) SUTTERFIELD HOLDINGS, INC., PROPERTY MANAGEMENT, COMMENCED 2/27/2006, CORPORATION, NOT INVESTMENT-RELATED, 1 HOUR/MONTH SPENT, 100% OWNERSHIP, ACTIVE OWNER 5) SUTTERFIELD PROPERTIES, LLC, PROPERTY MANAGEMENT. 501 SE 4TH ST., BARTLESVILLE, OK 74003, COMMENCED 09/2005, LLC, NOT INVESTMENT RELATED, 1 HOUR/MONTH TIME SPENT, 100% OWNERSHIP, OFFICER 6) SFG INSURANCE, INDEPENDENT INSURANCE SALES, COMMENCED 01/1995, CORPORATION/REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 40 HOURS/MONTH TIME SPENT, 100% OWNERSHIP, AGENT/REPRESENTATIVE 7) SUTTERFIELD FINANCIAL GROUP INC, ESTATE PLANNING, COMMENCED 01/1995, CORPORATION/REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED, 40 HOURS/MONTH TIME SPENT, 100% OWNERSHIP 8) EAGLE CONTRUCTION MANAGEMENT, LLC; NOT INVESTMENT RELATED; 501 SE 4TH ST BARTLESVILLE, OK 74003; CONSTRUCTION MANAGEMENT; OFFICER; START DATE: 10/5/2010; APPROX 5 HR/MO; OPERATIONAL MANAGEMENT DUTIES 9) LONGVIEW FINANCIAL SOLUTIONS, LLC; INVESTMENT RELATED; 7401 BITTERROOT PLACE, SUITE 100, SIOUX FALLS, SD 57108; FINANCIAL CONSULTING; 50% OWNER; START DATE 3/1/2013; 40 HRS/MONTH; 40 HRS/MONTH DURING SECURITIES HOURS; MANAGEMENT, OPERATIONS, FINANCIAL CONSULTING. 10) BARTLESVILLE PREFERRED PROPERTY, LLC. NOT INVESTMENT RELATED. 501 E. 4TH STREET, BARTLESVILLE, OK 74003. RENT HOMES AND HOUSE FLIPPING. MEMBER AND MANAGER. 03/2013. 5 HRS/MO. MANAGEMENT OF COMPANY, EVALUATION OF RISKS, EVALUATION IF INCOME POTENTIAL. 11) SUTTERFIELD PROPERTY MANAGEMENT, LLC; Not Investment Related. 501 SE 4th Street, Bartlesville, OK 74003. Property Management. Start 8/1/2012, 25% Trevor Sutterfield, 25% Michelle Sutterfield. 0.5 hours per month. 12) LONGVIEW TAX SOLUTIONS, LLC; Not investment related; 71401 Bitterroot Place, Suite 100, Sioux Falls, SD 57108; Tax prep and solutions, Start 11/01/2015, 75% owner and Manager, Approximately 5 hours per month 13) LIBRARY TRUST AUTHORITY. Not Investment Related. 401 S. Johnstone Ave, Bartlesville OK 74003. Advisory Board to Public Library. Trust Authority Member. Start 8/2020. Board will meet twice a year for an hour to review and manage the library endowment fund including its investment allocation and disbursement of funds.
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Shawn Sutterfield's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 24, 2000 - Present
SUTTERFIELD FINANCIAL GROUP, INC.
Office #1: 501 Se Fourth Street, Bartlesville, OK 74003RIA
CRD#: 115652
BARTLESVILLE, OK
Past
December 13, 2007 - December 31, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
BARTLESVILLE, OK
Past
September 22, 2006 - December 13, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
BARTLESVILLE, OK
Past
October 1, 2002 - December 13, 2007
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
BARTLESVILLE, OK
Past
January 24, 2000 - December 31, 2002
SUTTERFIELD FINANCIAL GROUP, INC.
RIA
CRD#: 115652
BARTLESVILLE, OK
Past
January 20, 1995 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
May 26, 1992 - January 5, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SUTTERFIELD FINANCIAL GROUP, INC.
BENEFITS PLUS | UNITED FINANCIAL ADVISORS | TALLGRASS WEALTH MANAGEMENT | SUTTERFIELD FINANCIAL GROUP, INC. | STRICKLAND FINANCIAL CONCEPTS, LLC | SPRINGFIELD FINANCIAL GROUP, LLC | ROBERT HILL & ASSOCIATES FINANCIAL SERVICES | PINNACLE CAPITAL MANAGEMENT, INC. | PAR FINANCIAL GROUP | ORION FINANCIAL GROUP | NEELY FINANCIAL SERVICE, INC. | MEREDITH DEKKER FINANCIAL SERVICES, LLC | LONGVIEW FINANCIAL SOLUTIONS, LLC | GRAMM FINANCIAL SERVICES, LLC | FREEDOM FINANCIAL GROUP | FIELDSTONE FINANCIAL, INC. | CHAD M. CENTORBI, INC.
CRD#: 115652 / SEC#: 801-63652
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Oklahoma
Registered Investment Advisory firm - (1/6/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(1/24/2000)
IAR
Texas(1/24/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SF
SUTTERFIELD FINANCIAL GROUP, INC.
BENEFITS PLUS | UNITED FINANCIAL ADVISORS | TALLGRASS WEALTH MANAGEMENT | SUTTERFIELD FINANCIAL GROUP, INC. | STRICKLAND FINANCIAL CONCEPTS, LLC | SPRINGFIELD FINANCIAL GROUP, LLC | ROBERT HILL & ASSOCIATES FINANCIAL SERVICES | PINNACLE CAPITAL MANAGEMENT, INC. | PAR FINANCIAL GROUP | ORION FINANCIAL GROUP | NEELY FINANCIAL SERVICE, INC. | MEREDITH DEKKER FINANCIAL SERVICES, LLC | LONGVIEW FINANCIAL SOLUTIONS, LLC | GRAMM FINANCIAL SERVICES, LLC | FREEDOM FINANCIAL GROUP | FIELDSTONE FINANCIAL, INC. | CHAD M. CENTORBI, INC.
CRD#: 115652 / SEC#: 801-63652
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Oklahoma
Registered Investment Advisory firm - (1/6/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Se Fourth Street, Bartlesville, OK 74003
Mailing Address
Phone number
(918) 338-2255
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,280 |
| AUM (Assets Under Management) | $ 220,821,609 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 10/07/2024 | ||
| 04/26/2024 | ||
| 09/13/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
