Terrance Hutchins has been an investment adviser representative at Stevens Capital Partners since August 2025, and is not listed among the firm’s executive officers or direct owners. Terrance Hutchins holds a Business degree in Entrepreneurship from the University of North Texas.
Stevens Capital Partners Inc is an Omaha, NE firm with $810M under management, 681 clients and 10 advisers in one office, as of its July 2026 filing.
Terrance Hutchins is Managing Director of Tax and Business Planning at Stevens Capital Partners. He joined the firm after running his own tax and financial planning firm for the past 16 years, and works in tax strategy, retirement planning and real estate investment.
Terrance Hutchins’ longest registration was 6 years at Allstate Financial Advisors, LLC (2015–2022). Before joining Stevens Capital Partners in 2025, Terrance Hutchins was registered through Logos Financial Group and Allstate Financial Advisors, LLC.
- Stevens Capital PartnersCurrent– present · 1 yearFrisco, TX · Adviser representative · Firm CRD 317517
- Logos Financial Group– · 3 yearsFrisco, TX · Adviser representative · Firm CRD 321110
- Allstate Financial Advisors, LLC– · 6 yearsRichardson, TX · Adviser representative · Firm CRD 109524
- Northwestern Mutual Investment Services,llc– · 1 yearDallas, TX · Adviser representative · Firm CRD 2881
Professional designations
Listed by Stevens Capital Partners
- Certified Financial Planner™ (CFP®)
- Chartered Life Underwriter® (CLU®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Terrance Hutchins is registered as an investment adviser representative in 2 states. Each was approved in August 2025.
- NebraskaSince 29 August 2025
- TexasSince 8 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 12 February 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 January 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 December 2009 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Terrance James Hutchins
- CRD
- 5498781
- Firm
- Stevens Capital Partners · CRD 317517
- Office
- Frisco, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stevenscapitalpartners.com
Where does Terrance Hutchins work?
Terrance Hutchins is an investment adviser representative registered through Stevens Capital Partners Inc since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Terrance Hutchins a financial advisor?
Yes. Terrance Hutchins has a current investment-adviser registration in Nebraska and Texas, through Stevens Capital Partners since August 2025.
How many years of experience does Terrance Hutchins have?
Terrance Hutchins has 16 years in the financial industry, since February 2010, across 4 adviser firms.
What exams has Terrance Hutchins passed?
Terrance Hutchins has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7TO. The earliest, the Series 63, was passed in December 2009. FINRA credited Terrance Hutchins with the SIE, which began in October 2018.
Where did Terrance Hutchins work before Stevens Capital Partners?
Before Stevens Capital Partners, Terrance Hutchins was registered through Allstate Financial Advisors, LLC, October 2015 to May 2022; Northwestern Mutual Investment Services,llc, June 2014 to September 2015.
Where is Terrance Hutchins based?
Terrance Hutchins’ registered office is in Frisco, TX.
Is Terrance Hutchins registered with FINRA?
No. Terrance Hutchins has no current broker registration.
Is Terrance Hutchins a CFP?
Stevens Capital Partners lists Terrance Hutchins with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Terrance Hutchins, CFP®, CEPA®, TPCP®,RICP®,CLU®, EA biography, stevenscapitalpartners.com
How can I verify Terrance Hutchins’ record?
Search CRD 5498781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terrance Hutchins’ full registration record.
