Daniel John Rohr

Employer firm

Rohr Financial Advisors, LLC CRD 332018

Reported services (Item 5G)

Financial planning
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Rohr Financial Advisors, Llc

1277 E Grand Ave Suite B, Arroyo Grande, CA 93420 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-10

CA RA
APPROVED

Since 2025-04-10

Branch Locations

1277 E Grand Ave Suite B, Arroyo Grande, CA 93420 • United States

Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-07-01

CA RA
APPROVED

Since 2024-07-01

Branch Locations

Nipomo, CA • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

1277 E Grand Avenue Suite B, Arroyo Grande, CA 93420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rohr & Associates	Arroyo Grande	CA	06/2012	Present
Vellum Financial, Llc	Arroyo Grande	CA	06/2014	12/2017
Wealthsource Partners, Llc	Arroyo Grande	CA	01/2016	05/2024
Onedigital Investment Advisors Llc	Overland Park	KS	05/2024	Present
Rohr Financial Advisors, Llc	Arroyo Grande	CA	01/2025	Present

06/2012 → Present

Rohr & Associates

Arroyo Grande, CA
06/2014 → 12/2017

Vellum Financial, Llc

Arroyo Grande, CA
01/2016 → 05/2024

Wealthsource Partners, Llc

Arroyo Grande, CA
05/2024 → Present

Onedigital Investment Advisors Llc

Overland Park, KS
01/2025 → Present

Rohr Financial Advisors, Llc

Arroyo Grande, CA

Previous Registrations

2016-05-19 → 2024-10-26

Wealthsource®

Arroyo Grande, CA

Arroyo Grande, CA
2013-08-20 → 2017-12-01

Vellum Financial, Llc

Arroyo Grande, CA

Arroyo Grande, CA

Other Businesses

1) ROHR & ASSOCIATES, INC.; NOT INVESTMENT RELATED; ADDRESS: 1277 E. GRAND AVE, ARROYO GRANDE, CA 93420; NATURE OF THE BUSINESS: ROHR & ASSOCIATES, INC. IS A CPA FIRM; TITLE: MANAGING SHAREHOLDER; START DATE: JUNE 2012; HOURS DEVOTED: FULL TIME (40+ HOURS PER WEEK) ALL DURING TRADING HOURS; DUTIES: CPA/ACCOUNTING SERVICES AND TAX PREPARATION.