TH
Terrance J. Hutchins
STEVENS CAPITAL PARTNERS
Frisco, TX
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CRD#: 5498781
TH
Professional summary
Terrance James Hutchins, CFP®, CLU® is a registered financial advisor currently at STEVENS CAPITAL PARTNERS located in Frisco, Texas.
Terrance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Terrance has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Core Areas of Focus
AUM
Business Owners
Fixed Fee (Subscription
Retainer
etc.)
Real Estate Investments
Retirement Planning & Distribution Rules
Tax Planning
Biography
Terrance is an entrepreneur, real estate investor and financial expert. He has over 14 years of experience in the financial services industry and his designations include CLU, CFP, RICP and is an IRS enrolled agent. He graduated with honors from the University of North Texas with a Business degree in entrepreneurship. He is married to Royetta and they have 3 kids Aiden, Abigail and Aaron. He is a teacher at heart and is passionate about helping people define their goals, solve complex financial problems, and align the use of their money with the most important things in their life. In his free time he enjoys reading, sports and traveling.
Question & Answer
What are your service offerings?
Small Business Planning
Retirement Income Management
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Terrance James Hutchins's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
August 8, 2025 - Present
STEVENS CAPITAL PARTNERS
RIA
CRD#: 317517
Frisco, TX
Past
May 24, 2022 - December 31, 2025
LOGOS FINANCIAL GROUP
RIA
CRD#: 321110
FRISCO, TX
Past
October 15, 2015 - May 20, 2022
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
Richardson, TX
Past
October 15, 2015 - May 20, 2022
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
Richardson, TX
Past
June 3, 2014 - September 24, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
DALLAS, TX
Past
January 25, 2010 - September 24, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
DALLAS, TX
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".
SC
STEVENS CAPITAL PARTNERS
MY PURPOSEFUL WEALTH CORP. | STEVENS CAPITAL PARTNERS INC | STEVENS CAPITAL PARTNERS | PURPOSEFUL WEALTH | MY PURPOSEFUL WEATH CORP. | MY PURPOSEFUL WEATH
CRD#: 317517 / SEC#: 801-122960
RIA
Registered Investment Advisory firm - (1/11/2022 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.Highlighted states indicate IAR registrations
IAR
Nebraska(8/29/2025)
IAR
Texas(8/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
SC
STEVENS CAPITAL PARTNERS
MY PURPOSEFUL WEALTH CORP. | STEVENS CAPITAL PARTNERS INC | STEVENS CAPITAL PARTNERS | PURPOSEFUL WEALTH | MY PURPOSEFUL WEATH CORP. | MY PURPOSEFUL WEATH
CRD#: 317517 / SEC#: 801-122960
RIA
Registered Investment Advisory firm - (1/11/2022 Approved)PREMIUM
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Contact information
Main Address
15514 Spaulding Plaza Suite D02, Omaha, NE 68116
Mailing Address
Phone number
(402) 251-5800
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,137 |
| AUM (Assets Under Management) | $ 600,726,359 |
Red Flags
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.
