Patrick Jeffrey Hager
Professional Summary
Patrick Jeffrey Hager is a registered financial advisor currently at THETA WEALTH PARTNERS located in Chicago, Illinois. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Patrick has worked at 2 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
THETA WEALTH PARTNERS | THETA WEALTH PARTNERS LLC
Contact Information
Main Address
60606, Chicago, IL 60606Phone Number
(312) 803-4970# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/15/2026)
(8/24/2026)
(6/26/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Aug 2013About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2013About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Jeffrey Hager's CRS (Customer Relationship Summary).
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