Dan P. Hagler

GRANITE STATE RETIREMENT PLANNING

BEDFORD, NH 03110

CRD#: 2456668

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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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dan Pope Hagler's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1997

Experience

Current

April 25, 2007 - Present

GRANITE STATE RETIREMENT PLANNING, INC.

Office #1: 360 Route 101, Suite 1301, Bedford, NH 03110

RIA

CRD#: 141899

BEDFORD, NH

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 360 Route 101 Suite 1301, Bedford, NH 03110

RIA

CRD#: 23131

BEDFORD, NH

Past

November 18, 2008 - August 23, 2024

TRIAD ADVISORS LLC

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.

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.

CRD#: 20068

PHOENIX, AZ

Past

March 2, 1994 - December 1, 1999

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

March 2, 1994 - December 1, 1999

MSI FINANCIAL SERVICES, INC.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

California
(8/23/2024)

Colorado
(8/23/2024)

Connecticut
(8/23/2024)

Delaware
(8/23/2024)

Florida
(8/23/2024)

Georgia
(8/23/2024)

Maine
(8/23/2024)

Massachusetts
(8/23/2024)

Nebraska
(8/23/2024)

IAR

New Hampshire
(4/25/2007)

New Hampshire
(8/23/2024)

New Jersey
(8/23/2024)

New York
(8/23/2024)

North Carolina
(8/23/2024)

Pennsylvania
(8/23/2024)

Tennessee
(8/23/2024)

IAR

Texas
(3/5/2020)

Texas
(11/26/2024)

Utah
(8/23/2024)

Vermont
(8/23/2024)

Virginia
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/25/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/17/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/4/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GSRP - ADV PART 2: WRAP BROCHURE (3/3/2026)

GSRP - ADV PART 2: FIRM BROCHURE (3/3/2026)

Regulatory assets under management

Total Number of Accounts	454
AUM (Assets Under Management)	$ 143,154,979

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Dan P. Hagler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dan Pope Hagler's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

MAXIMUM RETIREMENT, INC.

SUNAMERICA SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GRANITE STATE RETIREMENT PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/1999

Series 63

Date: 4/7/1994

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/1/1997

Series 6

Date: 2/17/1994

Series 24

Date: 1/4/2000

FINRA

Current Firm

GRANITE STATE RETIREMENT PLANNING, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANITE STATE RETIREMENT PLANNING, INC.

TRUST BUT VERIFY

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