AK
AK

Aaron Keith Kvistero

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,003 clients
Average Client Portfolio
$220K average
Assets Under Management
$220.8M

Fee Structure

Minimum Investment:None
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Location

501 SE Fourth Street, Bartlesville, OK, 74003

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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 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
March 2016 - Present · 9 yrs 11 mos
Sutterfield Financial Group, INC.
October 2005 - Present · 20 yrs 4 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
October 2007 - October 2007 · 0 mos
National Planning CorporationBroker
October 2007 - March 2016 · 8 yrs 5 mos
American General Securities Incorporated
July 2005 - September 2005 · 2 mos
American General Securities IncorporatedBroker
June 2003 - October 2007 · 4 yrs 4 mos
State Registrations7 states
AZCAIAMNNESDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Keith Kvistero - Financial Advisor | TrueAdvisor