


Sutterfield Financial Group
Financial Services • Bartlesville, Oklahoma, United States • 21-50 Employees
Company overview
| Headquarters | 501 E Fourth Street, Bartlesville, Oklahoma 74003, US |
| Phone number | +18002915778 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Insurance Planning, Lending, Retirement Planning, Tax And Accounting, Business And Estate Planning |
| Founded | 1995 |
| Employees | 21-50 |
| Socials |
Key Contacts at Sutterfield Financial Group
Kathy Davis
Senior Vice President Of Operations/Client Relationship Director
Michelle Sutterfield
Co Owner
Sutterfield Financial Group Email Formats
Sutterfield Financial Group uses 3 email formats. The most common is {first initial} (e.g., j@sutterfieldfinancial.com), used 47.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sutterfieldfinancial.com | 47.1% |
{first name} | john@sutterfieldfinancial.com | 41.2% |
{first name}{last name} | johndoe@sutterfieldfinancial.com | 11.8% |
About Sutterfield Financial Group
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.
Sutterfield Financial Group revenue & valuation
| Annual revenue | $3,360,542 |
| Revenue per employee | $153,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Sutterfield Financial Group has 11 employees across 5 departments.
Departments
Number of employees
Funding Data
Sutterfield Financial Group has never raised funding before.
Sutterfield Financial Group Tech Stack
Discover the technologies and tools that power Sutterfield Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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