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Jeffrey Robert Utterback

Advisor at BFC PLANNING, Inc. — Toledo, OH

Updated today

Credentials

Series 66

Experience

20 years

Location

Toledo, OH

BFC PLANNING, Inc. logo

BFC PLANNING, Inc.

Multi-team

Total advisors

184

Across 85 offices

Clients per advisor

62 Typical

Avg AUM per client

$325,935 Low

HNW client ratio

5% Very Low

About

Jeffrey Utterback is a financial advisor with BFC PLANNING, Inc. in Toledo, Ohio, holding a Series 66 designation and 20 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. and Citizens Securities, Inc. He serves as chairman of the board of trustees for the Bay View Yacht Club in Toledo. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension plans, and trusts through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and various advisory programs using multiple platform arrangements and investment strategies.

Client services

Based on BFC PLANNING, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on BFC PLANNING, Inc.

Concentrated stock management Options & derivatives strategies Real estate investing

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Fee options

Fixed

Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.

Percentage

$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)

Commissions

Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.

Project-based

$150 to $400 per hour for financial planning and consulting services.

Other

Account minimum: $25,000 Fee-only: Financial planning hourly fees $150 to $400 per hour; fixed fees $100 to $15,000; flat annual fees for ongoing planning services.

Location

See office

Toledo, OH

Toledo OH

Advisors at this office

1

Most active in

Ohio

Work history

20 years of industry experience

Berthel Fisher & Company Financial Services, Inc.

2017 - Present • 9 years

Toledo, OH

BFC Planning, Inc.

2017 - Present • 9 years

Toledo, OH

Citizens Securities, Inc.

2016 - 2017 • 1 year

Toledo, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Douglas S

Series 7, Series 66

Toledo, OH

Stirlingshire Investments

Douglas Shaffer is a financial advisor with Stirlingshire Investments in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, Directions Credit Union, and Ameriprise Financial Services. Outside of his advisory work, he is involved in variable annuities sales with RetireOne and Highland Capital. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach, including quantitative, fundamental, technical, and modern portfolio theory, and offers a range of investment options through its Advyzon marketplace.

Retirement income strategy Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Mid-Career Professionals Career Changers Approaching retirement Retired Women's Finance
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Steven C

Series 66

Maumee, OH

OSAIC

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

General retirement planning Caring for aging parents Multi-generational wealth transfer Life insurance needs analysis Wealth management Founder/Business Owner Executive Retired University Employee Self-Employed Mid-Career Professionals Approaching retirement Established Professionals Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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Chad C

Series 65

Maumee, OH

Glass City Capital Management, LLC

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.

Active portfolio management Concentrated stock management
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Zachary B

Series 63, Series 65

Temperance, MI

Precision Wealth Advisors

Zachary Berry Sr. is a financial advisor at Precision Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services LLC, Northwestern Mutual, Verizon Wireless, and UPS. Precision Wealth Advisors LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, focusing on tailored investment strategies using ETFs, mutual funds, equities, and fixed income. The firm combines fundamental and technical analysis with modern portfolio theory and emphasizes long-term trading, offering clients ongoing portfolio monitoring and regular reporting.

Passive / index investing
user avatar

Andreas J

Series 65

Perrysburg, OH

Juarez, Andreas

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Active portfolio management
user avatar

Ken R

Series 63, Series 65

Toledo, OH

Reinhart Asset Management LLC

Ken Reinhart is the sole advisor at Reinhart Asset Management LLC in Toledo, OH, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has managed his independent advisory firm since 2004 and has worked at Kohl's Corporation in logistics since 2016. Reinhart Asset Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm’s offerings include the SPECTRUM program, featuring three portfolio series that utilize ETFs, mutual funds, stocks, bonds, and cash equivalents, with investment decisions based on a Hybrid Analytical Process combining multiple analytic methods and incorporating tactical strategies.

Active portfolio management
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