Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
44yrs
Based in Overland Park, Kansas, David Utter is a fiduciary financial advisor with 44 years of industry experience. David has been with Onedigital since 2018; before that, David spent eight years at Independent Financial Partners and three years at NRP Advisors. Onedigital offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Overland Park
Office11101 Switzer Road Suite 200, Overland Park, KS 66210
FirmOnedigital
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.19 million
Advisors at the firm389
States licensed ?2 states
Services through Onedigital
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2018 – nowOnedigitalCurrent firm
- 2010 – 2018Independent Financial PartnersPreviously
- 2007 – 2010NRP Advisors, Inc.Previously
- 2003 – 2007Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2003Prudential Equity Group, LLCPreviously
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About David
How do I contact David?
Call Onedigital at 877-742-2021 and ask for David Utter. David works from the Overland Park, KS office.
How long has David been a financial advisor?
David has been in the industry since 1982, about 44 years. Top 1% by experience in Overland Park.
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?
Onedigital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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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