Joshua J. Hattig
CONSOLIDATED PORTFOLIO REVIEW
Longmont, CO 80504
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CRD#: 2902616
Joshua John HattigCONSOLIDATED PORTFOLIO REVIEW
Professional summary
Joshua John Hattig, CFP® is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Longmont, Colorado and VANDERBILT SECURITIES, LLC located in Longmont, Colorado.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joshua has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua John Hattig's 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®
Start date: 2003
Experience
Current
August 4, 2022 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 710 Tenacity Drive #101, Longmont, CO 80504RIA
CRD#: 112694
Longmont, CO
Current
August 4, 2022 - Present
VANDERBILT SECURITIES, LLC
Office #1: 710 Tenacity Drive #101, Longmont, CO 80504BD
CRD#: 5953
Longmont, CO
Past
October 17, 2007 - August 4, 2022
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
Broomfield, CO
Past
October 15, 2007 - August 4, 2022
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
Broomfield, CO
Past
April 3, 2007 - October 18, 2007
WELLSTONE SECURITIES, LLC
RIA
CRD#: 121559
LONGMONT, CO
Past
January 3, 2006 - October 18, 2007
WELLSTONE SECURITIES, LLC
BD
CRD#: 121559
LONGMONT, CO
Past
May 3, 2005 - December 31, 2005
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
LONGMONT, CO
Past
January 25, 1999 - December 31, 2005
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
July 3, 1997 - January 27, 1999
INVESTORS BROKERAGE SERVICES, INC.
BD
CRD#: 4257
ELGIN, IL
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".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOLLER INVESTMENT ADVISORS, INC. | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | QUARTERS WEALTH MANAGEMENT LLC | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | OMNI WEALTH LLC | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/9/2022)
IAR
Alabama(1/20/2023)
RR
Arizona(8/4/2022)
RR
California(8/4/2022)
RR
Colorado(8/4/2022)
IAR
Colorado(8/4/2022)
RR
Florida(8/4/2022)
RR
Hawaii(8/30/2022)
RR
Indiana(8/9/2022)
RR
Maryland(8/11/2025)
RR
Massachusetts(4/17/2026)
RR
Minnesota(8/9/2022)
RR
Missouri(8/9/2022)
RR
Montana(8/4/2022)
RR
Nebraska(8/4/2022)
RR
New Mexico(8/4/2022)
RR
North Carolina(8/4/2022)
RR
Oklahoma(8/8/2022)
RR
South Carolina(8/4/2022)
RR
Texas(8/4/2022)
IAR
Texas(8/9/2022)
RR
Utah(8/11/2025)
RR
Virginia(8/6/2022)
RR
Wyoming(8/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOLLER INVESTMENT ADVISORS, INC. | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | QUARTERS WEALTH MANAGEMENT LLC | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | OMNI WEALTH LLC | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Loading...
Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
