Dan Pope Hagler
Investment adviser representative at Granite State Retirement Planning, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$143.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Granite State Retirement Planning, Inc.Sep 2006 to now
- Triad Advisors, IncNov 2008 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Granite State Retirement Planning, Inc.
$143.2MAssets managed
128Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2456668
- Firm CRD
- 141899