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Daniel John Rohr

ROHR FINANCIAL ADVISORS
ARROYO GRANDE, CA
·CRD# 6236648·13 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel Rohr, Danny Rohr

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

ROHR FINANCIAL ADVISORS, LLC·CRD# 332018
RIA
1277 E Grand Ave Suite B, Arroyo Grande, CA 93420
April 10, 2025 - Present
ONEDIGITAL·CRD# 106766
RIA
Nipomo, CA
July 1, 2024 - September 23, 2026
WEALTHSOURCE®·CRD# 282202
RIA
Arroyo Grande, CA
May 19, 2016 - October 26, 2024
VELLUM FINANCIAL, LLC·CRD# 149909
RIA
Arroyo Grande, CA
August 20, 2013 - December 1, 2017

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Current Firm

RF
ROHR FINANCIAL ADVISORS, LLC

ROHR FINANCIAL ADVISORS, LLC

CRD#: 332018
California
Registered Investment Advisory firm - California (4/10/2025 Approved)

Contact Information

Main Address

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

Phone Number

(805) 283-7376

# of Employees

1

Documents

Latest Form ADV

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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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

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

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