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Dan Pope Hagler

Granite State Retirement Planning, Inc.

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About Dan Pope Hagler

Dan Pope Hagler is a financial advisor with over 29 years of experience in the financial services industry. Dan is currently registered with Granite State Retirement Planning, Inc. and has previously worked with TRIAD ADVISORS LLC, AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Dan holds the Series 6, 7, 24, 63, 65, 99TO, and SIE licenses and is a Certified Financial Planner. Dan specializes in providing financial planning, portfolio management, pension consulting, and selection of other advisors to individuals and businesses. Dan is registered to provide investment advice in New Hampshire and Texas.

Firm Information

Dan Hagler is currently registered with Granite State Retirement Planning, Inc.. Granite State Retirement Planning, Inc. is an investment advisor based in Bedford, NH. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, businesses, and pension plans. The firm manages over $132 million in assets for 486 accounts. They are registered with the SEC and participate in wrap fee programs.
Granite State Retirement Planning, Inc.

360 ROUTE 101

BEDFORD, NH 03110

$132.05M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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seminars

Seminars

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dan Hagler’s Registration & Firm History

NH

03/05/2020 - Present

Granite State Retirement Planning, Inc. (BEDFORD NH)

NH

11/18/2008 - 08/23/2024

TRIAD ADVISORS LLC (BEDFORD NH)

NH

10/31/2005 - 11/21/2008

AIG FINANCIAL ADVISORS, INC. (BEDFORD NH)

AZ

11/23/1999 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

03/02/1994 - 12/01/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/02/1994 - 12/01/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dan Pope Hagler. Review regulatory record here.
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