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Jason Scott Tinklenberg

Sutterfield Financial Group, Inc.

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About Jason Scott Tinklenberg

Jason Tinklenberg is a financial advisor with Sutterfield Financial Group, Inc. Jason has been in the industry since October 1, 2002 and holds both Series 6 and Series 63 licenses. In addition, Jason also holds the Series 65 license for investment advising and has been registered with the State of South Dakota since October 17, 2005.

Firm Information

Jason Tinklenberg 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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Jason Tinklenberg’s Registration & Firm History

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

10/02/2002 - 10/23/2007

AMERICAN GENERAL SECURITIES INCORPORATED (SIOUX FALLS SD)

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Licenses & Designations

IA

Issued 08/30/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jason Scott Tinklenberg. Review regulatory record here.
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