Jeffrey Robert Utterback
Investment adviser representative at Bfc Planning, Inc.
10 yearsExperience
1 stateRegistered in
$3.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bfc Planning, Inc.Nov 2017 to now
- Berthel Fisher & Company Financial Services, Inc.Nov 2017 to now
- Citizens Securities, Inc.Jan 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bfc Planning, Inc.
$3.8BAssets managed
11,448Clients
231Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4793105
- Firm CRD
- 119682