Sutterfield Financial Group, Inc
The mission of Sutterfield Financial Group, Inc. founded in 1995, was based on a simple and far-reaching premise: To assist our clients in every aspect of their financial lives. To that end, we provide a comprehensive menu of personal financial services to individuals, families and businesses. We have also served as a professional magnet for advisors who are looking to create more sustainable, client-centric businesses. We strive to achieve a measure of recognition and a reputation for industry excellence. For example, the July 2008 Financial Advisor Magazine named Sutterfield Financial Group, Inc. as one of the fastest-growing Registered Investment Advisory Firms in the nation, based on asset growth, for the third consecutive year.1 Based in Bartlesville, Oklahoma, Sutterfield Financial Group, Inc. has grown to include advisor affiliates that stretch across the western and mid-western states. Our comprehensive financial planning and investment advisory firm has extensive experience in all of the key financial disciplines: Investment Planning Insurance Planning Lending Business and Estate Planning Tax and Accounting Retirement Planning Recognition for our efforts is good. Learning from experience and growing with our clients is better. We continually endeavor to find innovative ways to help facilitate financial stability and security for our clients, as well as guide them to financial independence.
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Verified contacts
12
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
34
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- FD
Faye Duncan
Staff Accountant · Finance & Accounting
EmailPhone - KT
Karen Thill
Accountant · Finance & Accounting
EmailPhone - TS
Trevor S. Sutterfield
President and CEO · General Business & Management
EmailPhone - KD
Kathy Davis
Partner Vice President · General Business & Management
EmailPhone - KH
Kaycie Hall
Client Relationship Manager · Customer/Client Service
EmailPhone - AK
April Kennedy
Staff Accountant · Finance & Accounting
EmailPhone - KL
Krystal Lewis
Executive Assistant · General Business & Management
EmailPhone - RA
Rebecca A.
Staff Accountant Tax Preparer · Finance & Accounting
EmailPhone - TC
Tammy Cain
Staff Accountant · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Sutterfield Financial Group, Inc
8 distinct titles indexed · top 8 shown.
- 5staff accountant
- 1accountant
- 1client relationship manager
- 1executive assistant
- 1general counsel
- 1partner vice president
- 1president and ceo
- 1staff accountant tax preparer
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