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William Todd Hutson

TRANSAMERICA RETIREMENT ADVISORS
Euless, TX
·CRD# 5373330·19 years experience

Professional Summary

William Todd Hutson, who also goes by Todd Hutson, William T Hutson, is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Euless, Texas and TRANSAMERICA INVESTORS SECURITIES, LLC located in Harrison, New York. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. William has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Todd Hutson, William T Hutson

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

Current

TRANSAMERICA RETIREMENT ADVISORS, LLCCurrent·CRD# 107319
RIA
Euless, TX
October 15, 2015 - Present
TRANSAMERICA INVESTORS SECURITIES, LLCCurrent·CRD# 32205
BD
440 Mamaroneck Avenue, Harrison, NY 10528
October 15, 2015 - Present

Past

J.P. MORGAN SECURITIES LLCPast·CRD# 79
RIA
Arlington, TX
September 4, 2014 - October 7, 2015
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Arlington, TX
September 4, 2014 - October 7, 2015
STRATEGIC ADVISERS LLCPast·CRD# 104555
RIA
Westlake, TX
August 14, 2009 - March 14, 2014
FIDELITY BROKERAGE SERVICES LLCPast·CRD# 7784
BD
Westlake, TX
September 26, 2007 - March 14, 2014
FIDELITY DISTRIBUTORS COMPANY LLCPast·CRD# 17507
BD
Westlake, TX
September 20, 2007 - September 26, 2007

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Current Firm

TR
TRANSAMERICA RETIREMENT ADVISORS, LLC

DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910
RIA
Registered Investment Advisory firm - SEC (12/16/1992 Approved)

Contact Information

Main Address

6400 C Street Sw, Cedar Rapids, IA 52499

Phone Number

(866) 368-0566

# of Employees

398

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRANSAMERICA RETIREMENT ADVISORS, LLC. DEFINED BENEFIT SERVICES BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

212,722

AUM (Assets Under Management)

$18,827,476,086

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/17/2026Cover PageReport
10/10/2025Cover PageReport
10/25/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Door Dash Not investment related 303 2nd Street , Suite 800 San Francisco, CA 94107 food delivery delivery driver Dasher hours per month 6 no hours during trading hours deliver food from restaurant to customer

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
TRANSAMERICA RETIREMENT ADVISORS, LLC

DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910
RIA
Registered Investment Advisory firm - SEC (12/16/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(10/15/2015)
IAR
Texas
(10/15/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2009About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2007About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view William Todd Hutson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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