Dan Hagler has been Owner, Chief Executive Officer & Chief Compliance Officer of Granite State Retirement Planning since September 2006, is a control person of the firm and directly owns 75% or more of it.
Granite State Retirement Planning, Inc. is a Bedford, NH firm with $143M under management, 128 clients and 1 adviser in one office, as of its March 2026 filing.
Dan Hagler is Founder/CEO of Granite State Retirement Planning, Inc. He and his team have been helping clients since 1993, and he created The Protected Retirement Process®, a 4-Phase process for managers, executives, business owners and widows. He is a Continuing Education Instructor who has trained attorneys, accountants, bankers, and financial planners in advanced tax reduction, retirement and estate planning.
Dan Hagler’s longest registration is the current one, 19 years at Granite State Retirement Planning since 2007. Before joining Granite State Retirement Planning in 2007, Dan Hagler was registered through Maximum Retirement, Inc.
- Aig Financial Advisors, Inc.– · under a yearBedford, NH · Adviser representative · Firm CRD 133763
- – present · 19 yearsBedford, NH · Adviser representative · Firm CRD 141899
- Maximum Retirement, Inc.– · 7 yearsBedford, NH · Adviser representative · Firm CRD 116703
Professional designations
Listed by Granite State Retirement Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Estate Planner® (AEP®)
Investment adviser representative registrations
Dan Hagler is registered as an investment adviser representative in 2 states. The first approvals date from April 2007; the most recent is Texas, in March 2020.
- New HampshireSince 25 April 2007
- TexasSince 5 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 4 January 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 1999 |
| Series 7 | General Securities Representative Examination | 1 October 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 February 1994 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Dan Pope Hagler
- CRD
- 2456668
- Firm
- Granite State Retirement Planning · CRD 141899
- Role
- Owner, Chief Executive Officer & Chief Compliance Officer
- Office
- 360 ROUTE 101, SUITE 1301, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- gsrpnh.com
Where does Dan Hagler work?
Dan Hagler has been Owner, Chief Executive Officer & Chief Compliance Officer of Granite State Retirement Planning, Inc. since September 2006, and is a control person of the firm.
Is Dan Hagler a financial advisor?
Yes. Dan Hagler has a current investment-adviser registration in New Hampshire and Texas, through Granite State Retirement Planning since April 2007.
How many years of experience does Dan Hagler have?
Dan Hagler has 32 years in the financial industry, since March 1994, across 3 adviser firms.
What exams has Dan Hagler passed?
Dan Hagler has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 24 and Series 99TO. The earliest, the Series 6, was passed in February 1994. FINRA credited Dan Hagler with the SIE, which began in October 2018.
Where is Dan Hagler based?
Dan Hagler’s registered office is in Bedford, NH.
Is Dan Hagler registered with FINRA?
Yes. Dan Hagler has a current broker registration, under CRD 2456668.
Source: FINRA BrokerCheck
Is Dan Hagler a CFP?
Granite State Retirement Planning lists Dan Hagler with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Dan Hagler’s record?
Search CRD 2456668 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dan Hagler’s full registration record.