Dan Pope Hagler

Current Employers

Employment History

• 09/2006 → Present
  Granite State Retirement Planning, Inc.
  Bedford, NH
• 11/2008 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Bedford, NH

Previous Registrations

• 2008-02-08 → 2008-11-21
  Osaic Services, Inc.
  Bedford, NH
• 2000-03-22 → 2007-05-21
  Maximum Retirement, Inc.
  Bedford, NH
• 2000-03-22 → 2002-12-31
  Maximum Retirement, Inc.
  Bedford, NH

Other Businesses

1-GRANITE STATE RETIREMENT PLANNING INC; INVESTMENT RELATED; 360 ROUTE 1010, #1301 BEDFORD, NH 03110; RIA &FINANCIAL PLANNING; OWNER & CEO; OCTOBER 2006; 170 HRS/MONTH; 7 HR/DAY; COMPENSATION-FEES COLLECTED ON CLIENT INVESTMENT ACCOUNTS HELD AT FIDELITY. COMPREHENSIVE FINANCIAL PLANNING, INVESTMENT ADVICE, TAX, INSURANCE, AND ESTATE PLANNING ADVICE 2- GRANITE STATE RETIREMENT PLANNING INC; INVESTMENT RELATED; 360 ROUTE 1010, #1301 BEDFORD, NH 03110; INSURANCE, FIXED AND VARIABLE ANNUITY SALES; CEO; OCT 2006; 17 HRS/MONTH; 1 HR/DAY; COMPENSATION-COMMISSIONS COLLECTED ON SALES 3-The Protected Retirement Process;not investment related;360 Route 101,#1301,Bedford,NH 03110;financial planning process which is trademarked;creator of process; 7/2016; 10-20 hrs/month;1-2 hrs during trading; unique four step retirement planning process and co-author of "Retire Abundantly" and "Build Wealth Like A Shark". 4)"Build Wealth Like A Shark";not investment related;360 Route 101,#1301,Bedford,NH 03110;book;co-author/owner;3/22/2021;1 hr/month;0 hrs during trading;author 4- Retire like a shark; No; No; 360 Route 101, #1301; Book; Co-Author; 9/15/2021; 1 hour/month; 0 hours during trading; no; co-author. 5-GRANITE STATE RETIREMENT PLANNING, INC. POSITION: Owner and CEO NATURE: It is a S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 160 START DATE: 11/22/1999 ADDRESS: 360 State Route 101, Suite 1301, BEDFORD NH 03110, United States DESCRIPTION: 1-GRANITE STATE RETIREMENT PLANNING INC; INVESTMENTRELATED; 360 ROUTE 1010, #1301 BEDFORD, NH 03110; RIA &FINANCIALPLANNING; OWNER & CEO; OCTOBER 2006; 170 HRS/MONTH; 7 HR/DAY;COMPENSATION-FEES COLLECTED ON CLIENT INVESTMENTACCOUNTS HELD AT FIDELITY. COMPREHENSIVE FINANCIALPLANNING, INVESTMENT ADVICE, TAX, INSURANCE, AND ESTATEPLANNING ADVICE2- GRANITE STATE RETIREMENT PLANNINGINC; INVESTMENT RELATED; 360 ROUTE 1010, #1301 BEDFORD, NH03110; INSURANCE, FIXED AND VARIABLEANNUITY SALES; CEO; OCT 2006; 17 HRS/MONTH; 1 HR/DAY;COMPENSATION-COMMISSIONS COLLECTED ON SALES3-The Protected Retirement Process;not investment related;360 Route 101,#1301,Bedford,NH 03110;financial planning process which is trademarked;creator ofprocess; 7/2016; 10-20 hrs/month;1-2 hrs during trading; unique four step retirementplanning process and co-author of "Retire Abundantly" and "Build Wealth Like AShark".4)"Build Wealth Like A Shark";not investment related;360 Route 101,#1301,Bedford,NH 03110;book;co-author/owner;3/22/2021;1 hr/month;0 hrs duringtrading;author4- Retire like a shark; No; No; 360 Route 101, #1301; Book; Co-Author; 9/15/2021;1 hour/month; 0 hours during trading; no; co-author.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-25
• S63 Uniform Securities Agent State Law Examination
  1994-04-07

Designations