Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kvistero is a financial advisor with Sutterfield Financial Group, Inc. based in Bartlesville, Oklahoma. Aaron has been in the financial industry since 2003 and is registered with the state of South Dakota. Aaron has worked for several different firms in the past, including National Planning Corporation and American General Securities Incorporated. Sutterfield Financial Group, Inc. offers a variety of financial services to individuals, businesses, and institutions, including investment consulting, financial planning, pension consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OK
10/17/2005 - Present
Sutterfield Financial Group, Inc. (BARTLESVILLE OK)
SD
10/23/2007 - 03/11/2016
NATIONAL PLANNING CORPORATION (Sioux Falls SD)
SD
06/26/2003 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (SIOUX FALLS SD)
IA
Issued 07/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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