Investment adviser representative · Mohar Financial Planning
Derek C. Mohar
CRD 6558628 · Oilville, VA
At a glance
Derek C. Mohar is an investment adviser representative with Mohar Financial Planning in Oilville, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Derek’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Mohar Financial PlanningSince October 2015Oilville, VA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Derek’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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