Jeremy Hutzel, financial advisor Brentwood TN
96 score

Jeremy Hutzel

CRD Number: 5527843
Current Firm: Sailer Financial, Inc.

Jeremy Hutzel (CRD# 5527843) is an Investment Advisor Representative working at Sailer Financial, Inc. in Brentwood, TN and has over 7 years of experience in the finance industry. Jeremy Hutzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities Service Network Brentwood, TN Jul 2010 - Current 6
Sailer Financial Brentwood, TN Jul 2005 - Current 11
Institutional Capital Management Nashville, TN Jan 2010 - Jul 2010 < 1
Securities Service Network, Inc. Brentwood, TN Aug 2008 - Dec 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Jeremy P. Hutzel
Phone Number: 615-370-1253
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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