Theresa Colley Hutchinson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) MEDALLION WEALTH MANAGEMENT, 501 Marketplace Avenue, Suite 201, Moon Township PA 15108, 04/2013, Investment Advisor Representative, Sale of custodial bank & credit union CDs to Credit Union clients, NIR, 40 HR/MO, 40 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 40 HR/WK 20/TRADING, 06/2017 3) THERESA HUTCHINSON, NSSA CERTIFICATE HOLDER, 2605 NICHOLSON RD STE 2103 SEWICKLEY PA, SOCIAL SECURITY ADMIN, 05/2021, 8 HR/MO 0/TRADING HR 4) MEDALLION WEALTH MANAGEMENT, 501 Marketplace Avenue, Suite 201, Moon Township PA 15108, 04/2013, Investment Advisor Representative, Fixed income (government bonds & Certificates of Deposit) pricing of the Credit Union's securities, NIR, 3 HR/MO, 0 HR/MO TRADING. 5) MEDALLION WEALTH MANAGMENT, 501 Marketplace Avenue, Suite 201, Moon Township PA 15108, 07/2022, Investment Advisor Representative, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 2 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-20
• S63 Uniform Securities Agent State Law Examination
  1992-05-14

Other Names

• Theresa Madeline Colley