Jeremy P. Hutzel

SEVEN SPRINGS WEALTH GROUP

Brentwood, TN 37027-4536

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CRD#: 5527843

Professional summary

Jeremy Patrick Hutzel, CFP®, who also goes by Patrick Hutzel Jeremy, is a registered financial advisor currently at SEVEN SPRINGS WEALTH GROUP located in Brentwood, Tennessee.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeremy has worked at 4 firms and has passed the Series 66, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Hutzel Jeremy

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.

Insurance Agent, 340 Seven Springs Way, Suite 710, Brentwood, TN 37027; Investment-related; Less than one hour per week; insurance product sales and support.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Patrick Hutzel's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 4, 2010 - Present

SEVEN SPRINGS WEALTH GROUP

Office #1: 340 Seven Springs Way Suite 710, Brentwood, TN 37027-4536

RIA

CRD#: 127411

Brentwood, TN

Past

August 31, 2020 - January 20, 2023

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

Brentwood, TN

Past

July 13, 2010 - August 29, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

BRENTWOOD, TN

Past

January 22, 2010 - July 13, 2010

INSTITUTIONAL CAPITAL MANAGEMENT, INC.

CRD#: 41055

BRENTWOOD, TN

Past

September 17, 2008 - December 31, 2009

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

BRENTWOOD, TN

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".

SEVEN SPRINGS WEALTH GROUP

SAILER FINANCIAL, INC. | SEVEN SPRINGS WEALTH GROUP, LLC | SEVEN SPRINGS WEALTH GROUP | SAILER FINANCIAL, LLC

CRD#: 127411 / SEC#: 801-64641

RIA

Registered Investment Advisory firm - (9/2/2005 Approved)

Tennessee

Registered Investment Advisory firm - (12/21/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Tennessee
(2/4/2010)

IAR

Texas
(3/28/2014)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/31/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/21/2012

General Securities Principal Examination

Current Firm

SEVEN SPRINGS WEALTH GROUP

SAILER FINANCIAL, INC. | SEVEN SPRINGS WEALTH GROUP, LLC | SEVEN SPRINGS WEALTH GROUP | SAILER FINANCIAL, LLC

CRD#: 127411 / SEC#: 801-64641

RIA

Registered Investment Advisory firm - (9/2/2005 Approved)

Tennessee

Registered Investment Advisory firm - (12/21/2005 Terminated)

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Contact information

Main Address

340 Seven Springs Way Suite 710, Brentwood, TN 37027-4536

Mailing Address

Phone number

(615) 370-1253

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	1,534
AUM (Assets Under Management)	$ 1,206,364,435

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.

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Jeremy P. Hutzel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Patrick Hutzel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER OAK SECURITIES, INCORPORATED

SECURITIES SERVICE NETWORK, LLC

INSTITUTIONAL CAPITAL MANAGEMENT, INC.

SECURITIES SERVICE NETWORK, LLC

Primary Firm SEC Registration

SEVEN SPRINGS WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2008

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2008

Series 24

Date: 11/21/2012

Current Firm

SEVEN SPRINGS WEALTH GROUP

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEVEN SPRINGS WEALTH GROUP

TRUST BUT VERIFY

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