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Colton Hutzel

Advisor at Thoroughbred Financial Services, llc

Updated today

Location

Brentwood, TN 37027

Credentials

Series 66

Industry experience

1 year

About

Colton Hutzel is a financial advisor at Thoroughbred Financial Services, LLC with one year of industry experience. He holds the Series 66 designation. Prior to joining Thoroughbred Financial Services, he worked at Walmart and has a background that includes roles in education at various schools. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation, utilizing diversified portfolios composed mainly of mutual funds and ETFs, with periodic reviews and evaluation of outside money managers.

Client services

Based on Thoroughbred Financial Services, llc

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Thoroughbred Financial Services, llc

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Thoroughbred Financial Services, llc

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.75% $1,000,000+: 1.25%

Commissions

Sales loads or commissions on certain transactions; ongoing asset-based commissions on some annuities managed through BTS Program

Other

Account minimum: $100,000 Minimum fee: Minimum financial planning fee of $500; financial planning fees up to $10,000 except in extraordinary cases

Location

5110 Maryland Way, Suite 300

Brentwood, TN 37027

Most active in

Tennessee

Work history

Thoroughbred Financial Services

2024 - Present (2 years)

Walmart

2023 - 2024 (1 year)

Tennessee Technological University

2021 - 2024 (3 years)

Kroger

2021 - 2021 (1 year)

Columbia Central High School

2017 - 2021 (4 years)

Whitthorne Middle School

2016 - 2017 (1 year)

Spring Station Middle School

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William A

Series 66

Nashville, TN

Center Hill Wealth, LLC

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as secretary for G&L Acquisition, LLC, a real estate entity in Tennessee. Center Hill Wealth provides portfolio management and financial planning for individuals, trusts, and corporate clients, including pension and profit-sharing plans. The firm offers retirement plan consulting and blends fundamental and technical analysis with multiple investment strategies, combining individual portfolio management with institutional and retirement-plan services.

Active portfolio management
user avatar

Joel B

Series 66

Franklin, TN

Joel Busboom Financial, LLC

Joel Busboom is a financial advisor at Joel Busboom Financial, LLC in Franklin, TN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and Southport Capital. Outside of advising, he serves as a small group leader in the Army Reserves and owns The Inspired Workplace, a consulting and financial education business. Joel Busboom Financial provides portfolio management and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and develops personalized investment policies, managing most accounts on a non-discretionary basis while also offering educational seminars and access to third-party managers.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Wealth management
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William J

Series 66

Nashville, TN

Boulevard Money

William Jones is a financial advisor at Boulevard Money LLC in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Advisory Services Network, LLC, AXA Advisors LLC, and Kanter Public Relations. Boulevard Money LLC is an independent investment adviser serving individual clients, including high-net-worth households, with discretionary portfolio management and financial planning services. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, tailoring asset allocation to client goals and risk tolerance, and offers planning support for business owners and rental real estate investors.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Tyler B

CFP®, Series 66

Nashville, TN

Dirigo Private Wealth

Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.

Annuities
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Sofia G

CFA®

Franklin, TN

Skela Financial

Sofia Goryn is a CFA® charterholder currently with Skela Financial in Franklin, TN. She has prior experience at RBC Dominion Securities, CIBC Capital Markets, and 74 & West. Sofia also had a role at the Open Avenues Foundation. Skela Financial is a state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach combining fundamental, technical, and cyclical analysis across a broad range of securities and offers discretionary portfolio management as well as third-party managed account programs.

Wealth management General tax planning Retirement income strategy Cash flow / budgeting
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Grayson G

CFP®, Series 66

Franklin, TN

Arrow Alliance

Grayson Garvin is a CFP® certificant with seven years of experience in financial advising. He is the sole advisor at Arrow Alliance, where he has worked since 2022. Prior to that, he held roles at Dixon Wells and multiple entities affiliated with Southwestern Investment from 2018 to 2022. Before entering the financial industry, he spent six years with the Tampa Bay Rays. Arrow Alliance offers ongoing financial counsel and discretionary wealth management to individuals, families, businesses, trusts, estates, and retirement-plan sponsors. The firm employs a goals-based, long-term asset allocation strategy incorporating various analytical methods and provides services including fixed-fee financial counseling, wrap-fee discretionary management, and detailed retirement-plan consulting.

College savings (529s, UTMA, etc.) Retirement income strategy Long-term care insurance
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