John Sutfin (CRD# 7553615) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Brokers International Financial Services | Shelton, CT | May 2023 - Current | 1 |
American Senior Benefits | Shelton, CT | Jan 2018 - Current | 6 |
Bankers Life | Milford, CT | Sep 2016 - Jan 2018 | 1 |
Joe's American Bar And Grill | Providence, CT | Jan 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CT
-
Total Assets Under Management2,000MILLIONS
-
Total Number of Accounts11,566ACCOUNTS
-
Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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