Trevor Shawn Sutterfield

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

• 10/2002 → Present
  Aig American General Life Insurance Company
  Bartlesville, OK
• 01/1997 → Present
  Sutterfield Financial Group, Inc.
  Bartlesville, OK
• 12/2007 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2006-09-22 → 2007-12-13
  American General Securities Incorporated
  Houston, TX
  Bartlesville, OK
  Bartlesville, OK
• 2000-01-24 → 2002-12-31
  Sutterfield Financial Group, Inc.
  Bartlesville, OK

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-18
• S63 Uniform Securities Agent State Law Examination
  1993-08-20