Jeffrey Utterback
Jeffrey Utterback is a registered investment advisor at Bfc Planning, INC., based in Toledo, OH, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
Toledo, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Jeffrey markets United Health Care Medicare Advantage Plans and is a Registered Representative for Strategic Wealth Management Group, LLC, selling securities and life and health insurance. He also serves as Chairman of the board of trustees for Bay View Yacht Club, dedicating minimal time to this role.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
The Huntington Investment Company
The Huntington Investment CompanyBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.