Tod M. Utter
Professional summary
Tod Michael Utter is a registered financial advisor currently at I4 ADVISORS LLC located in Indianapolis, Indiana.
Tod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tod has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tod Michael Utter's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2021 - Present
I4 ADVISORS LLC
Office #1: 6905 E. 96th Street Suite 100, Indianapolis, IN 46250July 18, 2011 - December 31, 2020
I4 ADVISORS LLC
June 13, 2001 - July 21, 2011
ONEAMERICA SECURITIES, INC.
August 19, 1999 - December 17, 2001
AMERICAN UNITED LIFE INSURANCE COMPANY
August 19, 1999 - July 21, 2011
ONEAMERICA SECURITIES, INC.
November 8, 1996 - September 1, 1999
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2021)
Exams
Current Firm
I4 ADVISORS LLC
CRD#: 157911 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 9,956,277 |
Red Flags
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