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PH

Patrick J. Hager

THETA WEALTH PARTNERS
FRANKFORT, IL
CRD#: 4853436
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PH
Patrick Jeffrey HagerTHETA WEALTH PARTNERS

Professional summary

Patrick Jeffrey Hager is a registered financial advisor currently at THETA WEALTH PARTNERS located in Frankfort, 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.

Question & Answer

Are you a "fiduciary"?
Yes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Jeffrey Hager'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®
None

Experience

Current

June 15, 2026 - Present

THETA WEALTH PARTNERS

RIA
CRD#: 339241
FRANKFORT, IL
Past

March 21, 2012 - June 18, 2026

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
CHICAGO, IL
Past

February 17, 2012 - June 18, 2026

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CHICAGO, IL
Past

April 11, 2005 - August 15, 2007

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
CHICAGO, IL
Past

February 23, 2005 - August 15, 2007

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CHICAGO, IL

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
(6/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/12/2013
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/17/2013
General Securities Sales Supervisor - General Module Examination

Current Firm

TW
THETA WEALTH PARTNERS
THETA WEALTH PARTNERS | THETA WEALTH PARTNERS LLC

CRD#: 339241 / SEC#:

Illinois
Registered Investment Advisory firm - (6/15/2026 Approved)
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Contact information

Main Address
Frankfort, IL
Mailing Address
Phone number
(847) 630-0259
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

THETA WEALTH PARTNERS

CRD#: 339241Frankfort, IL

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