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Jeremy Patrick Hutzel

Seven Springs Wealth Group

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About Jeremy Patrick Hutzel

Jeremy Patrick Hutzel is a financial advisor with Seven Springs Wealth Group in Brentwood, Tennessee. Jeremy has been in the financial services industry since 2005. Jeremy specializes in providing financial planning and investment management services to individuals and families. Jeremy has a strong track record of success in helping clients reach their financial goals. Jeremy is a Certified Financial Planner® and a Chartered Financial Analyst®. Jeremy also has experience working as an insurance agent.

Firm Information

Jeremy Hutzel is currently registered with Seven Springs Wealth Group. Seven Springs Wealth Group is an investment advisor based in Brentwood, TN. The firm, founded in 2006, manages approximately $765 million in assets for high-net-worth individuals and other individuals. The firm offers financial planning, pension consulting, and portfolio management services. They are also registered with the SEC.
Seven Springs Wealth Group

340 SEVEN SPRINGS WAY

BRENTWOOD, TN 37027-4536

$765.14M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Hutzel’s Registration & Firm History

TN

03/28/2014 - Present

Seven Springs Wealth Group (Brentwood TN)

TN

08/31/2020 - 01/20/2023

SILVER OAK SECURITIES, INCORPORATED (Brentwood TN)

TN

07/13/2010 - 08/29/2020

SECURITIES SERVICE NETWORK, LLC (BRENTWOOD TN)

TN

01/22/2010 - 07/13/2010

INSTITUTIONAL CAPITAL MANAGEMENT, INC. (BRENTWOOD TN)

TN

09/17/2008 - 12/31/2009

SECURITIES SERVICE NETWORK, INC. (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 10/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Patrick Hutzel.
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