Scott Gregory Weinzierl
Investment adviser representative at Sutterfield Financial Group, Inc.
16 yearsExperience
1 stateRegistered in
$274.4MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2013 to now
- Sutterfield Financial Group, Inc.Nov 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Sutterfield Financial Group, Inc.
$274.4MAssets managed
1,129Clients
7Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5505828
- Firm CRD
- 115652