Taylor
Sutterfield
Dentist Advisors
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About this Advisor
Taylor Sutterfield is a certified financial planner who works out of South Jordan, Utah with a total of 2 years of industry experience. Sutterfield is on the advisory team at Dentist Advisors. During their career, Sutterfield has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Riverside Country Club, Flickinger Sutterfield And Boulton, Taylor Sutterfield, Kpmg, Guardian Alarm, Norhtwestern Mutual Wealth Management Company and Dentist Advisors. Sutterfield holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Dentist Advisors is an advisory firm operating out of South Jordan, UT. The investment advisory business has offices in two locations and a total of 20 financial advisors. It administers $314 million in assets under management across its 2,342 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves three charitable organizations. Of its 2,342 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on the services provided. However, fee types billed by Dentist Advisors likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dentist Advisors Brokerage Details
$314,277,790
20
2,342
$134,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Taylor Sutterfield Work History
Taylor has been registered as a financial advisor for 2 years.*
Dentist Advisors
Taylor Sutterfield
Norhtwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Kpmg
Guardian Alarm
Flickinger Sutterfield And Boulton
Riverside Country Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Taylor Sutterfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dentist Advisors
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
South Jordan, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
