Alex J Hattenhauer

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → Present
  Interocean Capital Group, Llc
  Nashville, TN
• 02/2017 → 10/2021
  Northern Trust
  Winnetka, IL
• 03/2015 → 02/2017
  Northern Trust
  Chicago, IL
• 05/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-07-08 → 2024-07-30
  Interocean Capital
  Nashville, TN
  Nashville, TN

Designations

• Chartered Financial Analyst