Dan P. Hagler
GRANITE STATE RETIREMENT PLANNING
BEDFORD, NH 03110
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CRD#: 2456668
Professional summary
Dan Pope Hagler, CFP® is a registered financial advisor currently at GRANITE STATE RETIREMENT PLANNING, INC. located in Bedford, New Hampshire and OSAIC WEALTH, INC. located in Bedford, New Hampshire.
Dan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Dan has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 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.
1-GRANITE STATE RETIREMENT PLANNING INC; INVESTMENT RELATED; 360 ROUTE 1010, #1301 BEDFORD, NH 03110; RIA &FINANCIAL PLANNING; OWNER & CEO; OCTOBER 2006; 170 HRS/MONTH; 7 HR/DAY; COMPENSATION-FEES COLLECTED ON CLIENT INVESTMENT ACCOUNTS HELD AT FIDELITY. COMPREHENSIVE FINANCIAL PLANNING, INVESTMENT ADVICE, TAX, INSURANCE, AND ESTATE PLANNING ADVICE 2- GRANITE STATE RETIREMENT PLANNING INC; INVESTMENT RELATED; 360 ROUTE 1010, #1301 BEDFORD, NH 03110; INSURANCE, FIXED AND VARIABLE ANNUITY SALES; CEO; OCT 2006; 17 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSIONS COLLECTED ON SALES 3-The Protected Retirement Process;not investment related;360 Route 101,#1301,Bedford,NH 03110;financial planning process which is trademarked;creator of process; 7/2016; 10-20 hrs/month;1-2 hrs during trading; unique four step retirement planning process and co-author of "Retire Abundantly" and "Build Wealth Like A Shark". 4)"Build Wealth Like A Shark";not investment related;360 Route 101,#1301,Bedford,NH 03110;book;co-author/owner;3/22/2021;1 hr/month;0 hrs during trading;author 4- Retire like a shark; No; No; 360 Route 101, #1301; Book; Co-Author; 9/15/2021; 1 hour/month; 0 hours during trading; no; co-author.
CRS (Client Relationship Summary) - RIA
Click below to view Dan Pope Hagler'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®
CFP®
Start date: 1997
Experience
Current
April 25, 2007 - Present
GRANITE STATE RETIREMENT PLANNING, INC.
Office #1: 360 Route 101, Suite 1301, Bedford, NH 03110RIA
CRD#: 141899
BEDFORD, NH
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 360 Route 101 Suite 1301, Bedford, NH 03110RIA
BD
CRD#: 23131
BEDFORD, NH
Past
November 18, 2008 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
BEDFORD, NH
Past
February 8, 2008 - November 21, 2008
OSAIC SERVICES, INC.
RIA
CRD#: 133763
BEDFORD, NH
Past
October 31, 2005 - November 21, 2008
OSAIC SERVICES, INC.
BD
CRD#: 133763
BEDFORD, NH
Past
March 22, 2000 - May 21, 2007
MAXIMUM RETIREMENT, INC.
RIA
CRD#: 116703
BEDFORD, NH
Past
November 23, 1999 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
March 2, 1994 - December 1, 1999
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
March 2, 1994 - December 1, 1999
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GRANITE STATE RETIREMENT PLANNING, INC.
GRANITE STATE RETIREMENT PLANNING, INC.
CRD#: 141899 / SEC#: 801-123509
RIA
Registered Investment Advisory firm - (3/23/2022 Approved)Florida
Registered Investment Advisory firm - (4/4/2022 Terminated)Louisiana
Registered Investment Advisory firm - (3/19/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (4/4/2022 Terminated)New Hampshire
Registered Investment Advisory firm - (4/20/2022 Terminated)Texas
Registered Investment Advisory firm - (4/4/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Connecticut(8/23/2024)
RR
Delaware(8/23/2024)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Maine(8/23/2024)
RR
Massachusetts(8/23/2024)
RR
Nebraska(8/23/2024)
IAR
New Hampshire(4/25/2007)
RR
New Hampshire(8/23/2024)
RR
New Jersey(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
Tennessee(8/23/2024)
IAR
Texas(3/5/2020)
RR
Texas(11/26/2024)
RR
Utah(8/23/2024)
RR
Vermont(8/23/2024)
RR
Virginia(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GRANITE STATE RETIREMENT PLANNING, INC.
GRANITE STATE RETIREMENT PLANNING, INC.
CRD#: 141899 / SEC#: 801-123509
RIA
Registered Investment Advisory firm - (3/23/2022 Approved)Florida
Registered Investment Advisory firm - (4/4/2022 Terminated)Louisiana
Registered Investment Advisory firm - (3/19/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (4/4/2022 Terminated)New Hampshire
Registered Investment Advisory firm - (4/20/2022 Terminated)Texas
Registered Investment Advisory firm - (4/4/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
360 Route 101 Suite 1301, Bedford, NH 03110
Mailing Address
Phone number
(603) 472-4447
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 486 |
| AUM (Assets Under Management) | $ 132,049,467 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GRANITE STATE RETIREMENT PLANNING, INC.
CRD#: 141899Bedford, NH 03110TRUST BUT VERIFY
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