Merrill
47yrs
Top advisor by experience in Indianapolis
30yrs
Tod Utter is a fiduciary financial advisor in Indianapolis, Indiana, with 30 years in the industry. Tod joined I4 Advisors in 2021, after ten years at Oneamerica Securities. I4 Advisors offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience in Indiana
Office6905 E. 96th Street Suite 100, Indianapolis, IN 46250
FirmI4 Advisors
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$465,091
States licensed ?1 state
Services through I4 Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowI4 Advisors LLCCurrent firm
- 2011 – 2020I4 Advisors LLCPreviously
- 2001 – 2011Oneamerica Securities, Inc.Previously
Questions to ask Tod
Tailored to Tod’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tod
How do I contact Tod?
Call I4 Advisors at 317-251-6770 and ask for Tod Utter. Tod works from the Indianapolis, IN office.
How long has Tod been a financial advisor?
Tod has been in the industry since 1996, about 30 years. Top 16% by experience in Indiana.
What licenses does Tod hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Tod a fiduciary?
Tod is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tod paid?
I4 Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Tod 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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