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John Satterfield

40 Years of Experience
Little Rock, AR
Broker

John Satterfield is a registered investment advisor at Amuni Financial, INC., based in Little Rock, AR, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
252 clients
Average Client Portfolio
$634K average
Assets Under Management
$159.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Amuni Financial manages investments through various programs, each with its own fee structure. The fees are a percentage of the assets in your account. The exact fee you pay depends on the specific program you choose and may be negotiable. The combination of fees for Amuni and any third-party managers will not exceed 3%.

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Location

1501 N University Ave, Suite 330, Little Rock, AR, 72207

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a co-owner of Clout Services LLC, a package delivery company, since 2021. He spends a few hours per week on operations, bookkeeping, receiving, and delivery.

Employment History
Current Registrations
Amuni Financial, INC.
December 2018 - Present · 7 yrs 4 mos
Amuni Financial, INC.Broker
January 1993 - Present · 33 yrs 3 mos
Previous Registrations
Powell & Satterfield, INC.Broker
November 1985 - December 1992 · 7 yrs 1 mo
State Registrations15 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.