Joseph Thomas Hake
Investment adviser representative at Columbia Management Investment Advisers, LLC
11 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$502.4BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Columbia Management Investment Advisers, LLCOct 2022 to now
- Columbia Management Investment Distributors, Inc.Sep 2022 to now
- Goldman SachsJul 2015 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 14 states (AK, AZ, CA, CO, HI, ID, MA, MT, NM, NV, OR, UT, WA, WY).
Columbia Management Investment Advisers, LLC
$502.4BAssets managed
4,251Clients
201Advisers
40 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
- 5399279
- Firm CRD
- 108257