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Sutterfield Financial Group, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 23, 2020
    • $193.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $61.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

8

name start date
Aaron Keith Kvistero
October 2005
Darrel John Wick
November 2016
Daniel Keith Strickland
June 2011
Scott Gregory Weinzierl
January 2014
Jason Scott Tinklenberg
October 2005

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Freedom Insurance, LLC -- --
    Pension Advisors, Inc. IAR $0
    Seraph Capital Associates, LLC IAR $19,617,366

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Trevor Shawn Sutterfield President June, 1999 25% to 50%
      Michelle Lee Sutterfield Chief Financial Officer June, 1999 25% to 50%
      Nathan Micah Barham Chief Operating Officer December, 2015 5% to 10%
      Zachary Hyden Chief Compliance Officer March, 2015 less than 5%
        Source: SEC

        Fees

        There is no compensation data available to display at this time