Jason S. Tinklenberg

SUTTERFIELD FINANCIAL GROUP

SIOUX FALLS, SD 57103

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CRD#: 4583992

Professional summary

Jason Scott Tinklenberg, who also goes by Jason S Tinklenberg, is a registered financial advisor currently at SUTTERFIELD FINANCIAL GROUP, INC. located in Sioux Falls, South Dakota and PURSHE KAPLAN STERLING INVESTMENTS located in Sioux Falls, South Dakota.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason S Tinklenberg

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) SUTTERFIELD FINANCIAL GROUP. INVESTMENT RELATED 501E 4TH ST. BARTLESVILLE, OK 74003. RIA. IAR. START 08/2005. 120 HOURS/120 DURING TRADING. INVESTMENT ADVISOR. 2) FIXED INSURANCE SALES. NOT INVESTMENT RELATED. 7401 S BITTERROOT PLACE SUITE 100 SIOUX FALLS, SD 57108. FIXED INSURANCE. AGENT. START 10/2002. 20 HOURS/MONTH, 20 DURING TRADING. AGENT. 3) TINKLENBERG FINANCIAL GROUP, INC. INVESTMENT RELATED. 7401 S BITTERROOT PLACE SUITE 100 SIOUX FALLS, SD 57108. NON DBA OPERATING ENTITY. OWNER. START 01/2004. 120 HOURS/MONTH 120 DURING TRADING. OWNER-PRESIDENT. 4) LONGVIEW FINANCIAL SOLUTIONS LLC. INVESTMENT RELATED. DBA. START 05/2015. 120 HOURS/MONTH, 120 DURING TRADING. TFG IS 25% MEMBER-CURRENT ACTIVE DBA. 5) The Bluffs at Spring Creek HOA-Not investment related-48964 Prairie Hills TS, Harrisburg, SD 57032-HOA-President/Board member-President-7/1/2016-8-10 hrs/mth-2-4 hrs during trading hrs-President of HOA signs off on checks/accounts, management of HOA activities, etc. 6) Cru City-Eric Metaxas Event-Not investment related-Assisting in the fundraising efforts and promotion of an appearance by Eric Metaxas by Cru City (business arm of Campus Crusade for Christ. I will call on, meet with and ask for donation. Sioux Falls, SD-Ministry/Not for profit-Supporter-8/6/2018-12 hrs/mth-100% during trading hrs-I will call on individuals for their financial support of the upcoming appearance of Eric Metaxas on 9/27/2018. After which my role and/or activity will cease. 7) Bitterroot Place LLC, 7401 S BITTERROOT PLACE SUITE 100 SIOUX FALLS, SD 5710. Real Estate. Owner. Not Investment related. Financing of Property, collection of rents as typical for commercial Rental property. Start 3/2021. 8 hrs/8 hrs. Property Management. 8) Luke Society; Not Investment Related; 3409 S. Gateway Blvd. #1000 Sioux Falls, SD 57106; Not for profit- Medical Missions; Member, Finance Committee and Board Member; 01/01/2022; 2 hrs/mo; 2 hrs during trading; Review quarterly financials, participate in discussions related to investment/allocation of reserve funds, and policies related to finance. 9) SIMDEL Children's Educational Ministry. Not investment-related. P.O. Box 794, Sioux Falls, SD 57101. Board member; fundraising - events/donor solicitations. 2-4 hrs/month; 0 hrs during securities hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Scott Tinklenberg's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 17, 2005 - Present

SUTTERFIELD FINANCIAL GROUP, INC.

Office #1: 3208 East 26th Street, Sioux Falls, SD 57103

RIA

CRD#: 115652

SIOUX FALLS, SD

Current

March 11, 2016 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 7401 South Bitterroot Place Suite 100, Sioux Falls, SD 57108

CRD#: 35747

Sioux Falls, SD

Past

October 23, 2007 - October 24, 2007

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

Sioux Falls, SD

Past

October 23, 2007 - March 11, 2016

NATIONAL PLANNING CORPORATION

CRD#: 29604

Sioux Falls, SD

Past

January 4, 2005 - September 7, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

SIOUX FALLS, SD

Past

October 2, 2002 - October 23, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

SIOUX FALLS, SD

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".

SUTTERFIELD FINANCIAL GROUP, INC.

CRD#: 115652 / SEC#: 801-63652

RIA

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

Oklahoma

Registered Investment Advisory firm - (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).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/22/2021)

Arkansas
(1/2/2020)

California
(3/11/2016)

Illinois
(3/11/2016)

Iowa
(3/11/2016)

Minnesota
(3/11/2016)

Montana
(3/15/2016)

Oklahoma
(2/26/2024)

IAR

South Dakota
(10/17/2005)

South Dakota
(3/11/2016)

Texas
(1/9/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/1/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SUTTERFIELD FINANCIAL GROUP, INC.

CRD#: 115652 / SEC#: 801-63652

RIA

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

Oklahoma

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

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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

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/27/2025)

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	Cover Page	Report
10/07/2024	Cover Page	Report
04/26/2024	Cover Page	Report
09/13/2023	Cover Page	Report

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.

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Jason S. Tinklenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Scott Tinklenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

Primary Firm SEC Registration

SUTTERFIELD FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2004

Series 63

Date: 10/4/2002

SIE

Date: 10/1/2018

Series 6

Date: 10/1/2002

FINRA

Current Firm

SUTTERFIELD FINANCIAL GROUP, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SUTTERFIELD FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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