Trevor Shawn Sutterfield

BETTERMENT

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MILWAUKEE, WI · CRD#

PORTFOLIO DESIGN SERVICES, LLC

RIVER FALLS, WI · CRD#

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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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Years of Experience

34 years registered in the securities industry

Current & Past Employments

Current

SUTTERFIELD FINANCIAL GROUP, INC.Current·CRD# 115652

RIA

501 Se Fourth Street, Bartlesville, OK 74003

January 24, 2000 - Present

Past

PURSHE KAPLAN STERLING INVESTMENTSPast·CRD# 35747

BD

Bartlesville, OK

December 13, 2007 - December 31, 2023

AMERICAN GENERAL SECURITIES INCORPORATEDPast·CRD# 13626

RIA

Bartlesville, OK

September 22, 2006 - December 13, 2007

AMERICAN GENERAL SECURITIES INCORPORATEDPast·CRD# 13626

BD

Bartlesville, OK

October 1, 2002 - December 13, 2007

SUTTERFIELD FINANCIAL GROUP, INC.Past·CRD# 115652

RIA

Bartlesville, OK

January 24, 2000 - December 31, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATIONPast·CRD# 5435

BD

Houston, TX

January 20, 1995 - October 1, 2002

PRUCO SECURITIES, LLC.Past·CRD# 5685

BD

Newark, NJ

May 26, 1992 - January 5, 1995

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Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

SF

SUTTERFIELD FINANCIAL GROUP, INC.

CRD#: 115652 / SEC#: 801-63652

RIA

Registered Investment Advisory firm - SEC (1/3/2005 Approved)

Oklahoma

Registered Investment Advisory firm - Oklahoma (1/6/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

501 Se Fourth Street, Bartlesville, OK 74003

Phone Number

(918) 338-2255

# of Employees

32

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Part 2 Brochures

DISCLOSURE BROCHURE (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,392

AUM (Assets Under Management)

$274,397,181

Accountant 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.

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.

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