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Ethan Daniel Hafner

Ethan D. Hafner

INDIVISIBLE PARTNERS | Senior Vice President–Wealth Management
Deerfield, IL 60015
Some features on this profile are disabled
CRD#: 2930839
Ethan Daniel Hafner

Professional summary

Ethan Daniel Hafner, who also goes by Ethan D Hafner, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Deerfield, Illinois.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ethan has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ethan D Hafner

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan Daniel Hafner's CRS (Customer Relationship Summary).
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®
None

Education

Finance

1993 - 1997

1993 - 1997

Experience

Current

April 17, 2026 - Present

INDIVISIBLE PARTNERS

Office #1: 570 Lake Cook Road, Suite 300 Office 3021, Deerfield, IL 60015
RIA
CRD#: 332431
Deerfield, IL
Past

February 13, 2009 - April 28, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NORTHBROOK, IL
Past

February 13, 2009 - April 28, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NORTHBROOK, IL
Past

February 2, 2001 - March 9, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHICAGO, IL
Past

January 22, 2001 - March 9, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHICAGO, IL
Past

October 20, 1997 - January 25, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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".
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC

CRD#: 332431 / SEC#: 801-131364

RIA
Registered Investment Advisory firm - (11/1/2024 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/24/1997
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 1/24/2009
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 11/21/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/1997
General Securities Representative Examination

Current Firm

IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC

CRD#: 332431 / SEC#: 801-131364

RIA
Registered Investment Advisory firm - (11/1/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
114 Turner Street, Clearwater, FL 33756
Mailing Address
Phone number
(732) 306-5490
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INDIVISIBLE ADV2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts2,224
AUM (Assets Under Management)$ 1,546,665,076

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INDIVISIBLE PARTNERS

Senior Vice President–Wealth ManagementCRD#: 332431Deerfield, IL 60015

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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