Sutterfield Financial Group, Inc.

Scott Weinzierl is a financial advisor at Sutterfield Financial Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at both Sutterfield Financial Group and Purshe Kaplan Sterling Investments. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model portfolios overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Trevor Sutterfield is a financial advisor with Sutterfield Financial Group, Inc. in Bartlesville, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and AIG American General Life Insurance Company alongside his long-term role at Sutterfield Financial Group. Outside of advisory work, he is involved in aircraft management, agriculture, construction management, and serves on the advisory board of the Bartlesville Public Library Trust Authority. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary portfolio models monitored by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Jason Tinklenberg is a financial advisor with Sutterfield Financial Group, Inc. in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Sutterfield Financial Group since 2005 and also worked at Purshe Kaplan Sterling Investments from 2016. Outside of his advisory work, Tinklenberg serves as President of a homeowners association and is active on the finance committee and board of the Luke Society, a medical missions nonprofit, as well as a board member involved in fundraising for a children’s educational ministry. Sutterfield Financial Group provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary model portfolios overseen by an internal investment committee and offers additional services such as accounting, tax preparation, and captive insurance management.

Darrel Wick is a financial advisor at Sutterfield Financial Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sutterfield Financial Group since 2016. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model allocations overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.

Aaron Kvistero is a financial advisor at Sutterfield Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sutterfield Financial Group since 2005, also working at Purshe Kaplan Sterling Investments since 2016. Outside of advisory work, he owns and manages a storage business in Sioux Falls, SD. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary portfolio models overseen by an internal investment committee, combining fundamental and technical analysis across various asset classes, and offers additional services including accounting, tax preparation, and captive insurance management.

Michael Gramm is a CFP® with 12 years of industry experience, currently serving at Sutterfield Financial Group, Inc. in Willmar, MN, where he has worked since 2003. He is a Series 63 license holder and serves as a trustee for a family trust supporting a special needs relative. Sutterfield Financial Group provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs proprietary portfolio models overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.