Advisors Management Group
43yrs
Top advisor by experience at Advisors Management Group
41yrs
David Utterback is a fiduciary financial advisor in La Crosse, Wisconsin, with 41 years in the industry. David joined LPL Financial in 1996, a firm offering financial planning, investment management, and educational workshops. David holds the CFP® designation.
One of 104 advisors with offices in La Crosse, and one of 94 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience in La Crosse
Office3143 State Rd, Suite 101, La Crosse, WI 54601
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – now
- 1996 – nowLPL Financial LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (608) 784-9100 or the LPL Financial main office at (704) 733-3300, and ask for David Utterback.
How long has David been a financial advisor?
David has been in the industry since 1986, about 41 years. Top 3% by experience in La Crosse.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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