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Owner, Chief Executive Officer & Chief Compliance Officer · Granite State Retirement Planning, Inc.

Dan P. Hagler

CRD 2456668 · Named on Form ADV at one SEC-registered adviser

At a glance

Granite State Retirement Planning, Inc., an SEC-registered wealth manager based in Bedford, NH with $143 million in regulatory assets, lists Dan P. Hagler on its Form ADV as Owner, Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Dan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.