Trevor Shawn Sutterfield
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
34 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
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.
Contact Information
Main Address
501 Se Fourth Street, Bartlesville, OK 74003Phone Number
(918) 338-2255# of Employees
32SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,392AUM (Assets Under Management)
$274,397,181Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | Cover Page | Report |
| 10/07/2024 | Cover Page | Report |
| 04/26/2024 | Cover Page | Report |
| 09/13/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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.
State Registrations and Notice Filings
(1/24/2000)
(1/24/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Trevor Shawn Sutterfield's CRS (Customer Relationship Summary).
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