Jeffrey
Utterback
Bfc Planning, Inc
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About this Advisor
Jeffrey Utterback is a financial advisor who works in Toledo, Ohio with a total of 6 years of relevant experience. Utterback is an employee of Bfc Planning, Inc. During their career, Utterback has held roles at The Huntington Investment Representative, Citizens Securities, Inc, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Utterback maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Ohio. Bfc Planning, Inc is a registered investment firm operating out of Cedar Rapids, IA. The investment advisory business has offices in 135 locations and a total of 200 people on staff. It oversees $2 billion in assets among its 8,990 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 8,990 accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types billed by Bfc Planning, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,477,309,181
200
8,990
$164,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Utterback Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Citizens Securities, Inc
The Huntington Investment Representative
*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 Jeffrey Utterback 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 Bfc Planning, Inc
Bismarck, ND
Pittsburgh, PA
New Castle, PA
Channanon, IL
Denton, TX
Cedar Rapids, IA
Cedar Rapids, IA
Toledo, OH
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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