DS
Daniel K. Strickland
SUTTERFIELD FINANCIAL GROUP
Bartlesville, OK 74003
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CRD#: 4741229
DS
Professional summary
Daniel Keith Strickland is a registered financial advisor currently at SUTTERFIELD FINANCIAL GROUP, INC. located in Bartlesville, Oklahoma.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.
COX LOGISTICS LLC; CFO; TRANSPORTATION TRUCKING COMPANY.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Keith Strickland'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
June 1, 2011 - Present
SUTTERFIELD FINANCIAL GROUP, INC.
Office #1: 501 Se Fourth Street, Bartlesville, OK 74003RIA
CRD#: 115652
Bartlesville, OK
Past
January 2, 2008 - May 6, 2011
SIGNAL SECURITIES, INC.
RIA
CRD#: 15916
DAINGERFIELD, TX
Past
January 2, 2008 - May 6, 2011
SIGNAL SECURITIES, INC.
BD
CRD#: 15916
DAINGERFIELD, TX
Past
May 8, 2007 - January 9, 2008
STRATEGIC FINANCIAL CONCEPTS, LLC
RIA
CRD#: 141849
SAN ANTONIO, TX
Past
November 21, 2006 - January 16, 2007
OXFORD ASSET MANAGEMENT, LLC
RIA
CRD#: 114571
MCALLEN, TX
Past
January 26, 2004 - December 31, 2006
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
DAINGERFIELD, TX
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
Texas(6/1/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
