Ameriprise Financial Services
46yrs
Top advisor by experience in Toledo
22yrs
Based in Toledo, Ohio, Jeffrey Utterback is a fiduciary financial advisor with 22 years of industry experience. Jeffrey has been with BFC Planning since 2017; before that, Jeffrey spent two years at Citizens Securities and three years at Huntington Financial Advisors. BFC Planning offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 336 advisors with offices in Toledo, and one of 261 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors in Ohio
OfficeToledo, OH
FirmBFC Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$325,935
Advisors at the firm186
States licensed ?1 state
Services through BFC Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowBFC Planning, Inc.Current firm
- Jan 2016 – Nov 2017Citizens Securities, Inc.Previously
- 2012 – 2016The Huntington Investment CompanyPreviously
- 2010 – 2012Valic Financial Advisors, Inc.Previously
- Apr 2008 – Sep 2009Natcity Investments, Inc.Previously
- Nov 2006 – Jan 2008Fifth Third Securities, Inc.Previously
- Mar 2005 – Sep 2006MSI Financial Services, Inc.Previously
- Aug 2004 – Feb 2005Keybanc Capital Markets Inc.Previously
Contact Jeffrey
(319) 447-5700Firm headquarters in Cedar Rapids, IA. Ask for Jeffrey. Toledo, OHOffice · Get directions LinkedIn pageBFC PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Jeffrey
How do I contact Jeffrey?
Call BFC Planning at (319) 447-5700 and ask for Jeffrey Utterback. Jeffrey works from the Toledo, OH office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2004, about 22 years. More experience than 66% of advisors in Ohio.
What licenses does Jeffrey hold?
Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
BFC Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jeffrey 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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