Joshua John Hattig
Investment adviser representative at Consolidated Portfolio Review Corp
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Consolidated Portfolio Review CorpAug 2022 to now
- Consolidated Portfolio ReviewcorpAug 2022 to now
- Vanderbilt Securities, LLCAug 2022 to now
- Joshua Hattig (dba)hattig FinancialJan 2014 to now
- Planmember Securities CorporationOct 2007 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 3 states (AL, CO, TX).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2902616
- Firm CRD
- 112694