Jason Scott Tinklenberg

Employer firm

Sutterfield Financial Group, Inc. CRD 115652

$274M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Sutterfield Financial Group, Inc.
  Sioux Falls, SD
• 02/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2007-10-23 → 2007-10-24
  National Planning Corporation
  Sioux Falls, SD
  Sioux Falls, SD
• 2005-01-04 → 2005-09-07
  American General Securities Incorporated
  Sioux Falls, SD
  Sioux Falls, SD

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-30
• S63 Uniform Securities Agent State Law Examination
  2002-10-04

Other Names

• Jason S Tinklenberg