Aaron Kvistero is a registered investment advisor, based in Bartlesville, OK, with 22 years of industry experience.
Location
501 SE Fourth Street, Bartlesville, OK, 74003
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is an investment advisor at Sutterfield Financial Group, owner/manager of 2 Guys on the Move Storage, an agent for Fixed Insurance, and owner of Kvistero Financial Inc. He also acts as a trustee, dedicating minimal time to this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sutterfield Financial Group, INC.
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
State Registrations7 states
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.