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Darrel John Wick

Sutterfield Financial Group, Inc.

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About Darrel John Wick

Darrel John Wick is a financial advisor with over 30 years of experience in the financial services industry. Darrel is registered with Sutterfield Financial Group, Inc. in Deer River, Minnesota. He has a Series 63, Series 6 and Series 65 license and is licensed to provide investment advice in Minnesota. Darrel was previously registered with FIRST AMERICAN NATIONAL SECURITIES, INC. from 1985 to 1988.

Firm Information

Darrel Wick is currently registered with Sutterfield Financial Group, Inc.. Sutterfield Financial Group, Inc. is an investment advisor registered with the SEC. The firm provides investment consulting, financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other investment advisors. The firm has offices in Bartlesville, OK and manages over $200 million in assets.
Sutterfield Financial Group, Inc.

501 SE FOURTH STREET

BARTLESVILLE, OK 74003

$202.24M

Assets Under Management

15

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darrel Wick’s Registration & Firm History

MN

11/04/2016 - Present

Sutterfield Financial Group, Inc. (DEER RIVER MN)

NA

03/21/1985 - 12/31/1988

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 08/31/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darrel John Wick.
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