Daniel J. Rohr

ROHR FINANCIAL ADVISORS

ARROYO GRANDE, CA 93420

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CRD#: 6236648

Professional summary

Daniel John Rohr, who also goes by Daniel Rohr, Danny Rohr, is a registered financial advisor currently at ROHR FINANCIAL ADVISORS, LLC located in Arroyo Grande, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 4 firms .

At a Glance

Always Fiduciary

Aliases

Daniel Rohr | Danny Rohr

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) ROHR & ASSOCIATES, INC.; NOT INVESTMENT RELATED; ADDRESS: 1277 E. GRAND AVE, ARROYO GRANDE, CA 93420; NATURE OF THE BUSINESS: ROHR & ASSOCIATES, INC. IS A CPA FIRM; TITLE: MANAGING SHAREHOLDER; START DATE: JUNE 2012; HOURS DEVOTED: FULL TIME (40+ HOURS PER WEEK) ALL DURING TRADING HOURS; DUTIES: CPA/ACCOUNTING SERVICES AND TAX PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel John Rohr'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®

None

Experience

Current

April 10, 2025 - Present

ROHR FINANCIAL ADVISORS, LLC

Office #1: 1277 E Grand Ave Suite B, Arroyo Grande, CA 93420

RIA

CRD#: 332018

ARROYO GRANDE, CA

Past

July 1, 2024 - September 23, 2026

ONEDIGITAL

RIA

CRD#: 106766

Nipomo, CA

Past

May 19, 2016 - October 26, 2024

WEALTHSOURCE®

RIA

CRD#: 282202

ARROYO GRANDE, CA

Past

August 20, 2013 - December 1, 2017

VELLUM FINANCIAL, LLC

RIA

CRD#: 149909

ARROYO GRANDE, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(4/10/2025)

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.

Exams

What does exam status mean?

Current Firm

ROHR FINANCIAL ADVISORS, LLC

CRD#: 332018 / SEC#:

California

Registered Investment Advisory firm - (4/10/2025 Approved)

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Contact information

Main Address

1277 E Grand Ave Suite B, Arroyo Grande, CA 93420

Mailing Address

Phone number

(805) 283-7376

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Daniel J. Rohr

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel John Rohr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROHR FINANCIAL ADVISORS, LLC

ONEDIGITAL

WEALTHSOURCE®

VELLUM FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

ROHR FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

ROHR FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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