Unclaimed Profile

Daniel Harris Mohr

RETIREFUL LLC·LANSING, Michigan

SIE, Series 6, Series 7, Series 63ChFCClean record9 years registeredRETIREFUL LLC

120 N, WASHINGTON SUITE 300, LANSING, MI 48933CRD# 4830863Firm CRD# 313126

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Harris Mohr · LANSING, MI

Registration

CRD #4830863 · RETIREFUL LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RETIREFUL LLC

RETIREFUL LLC

Aug 2021 – Dec 2024

LANSING, MI

RETIREFUL LLC

Feb 2021 – Aug 2021

HASLETT, MI

UX WEALTH PARTNERS LLC

Jul 2020 – Jan 2021

Haslett, MI

RETIREFUL

Feb 2017 – Feb 2018

GLENDALE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · February 16, 2017

Years registered · 9

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREFUL LLC

CRD 313126 · SEC 801-122216

AUM

$245M

Regulatory assets under management

Employees

6 client accounts

Services offered by RETIREFUL LLC

Per Form ADV

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at RETIREFUL LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Harris Mohr offer?

Daniel Harris Mohr specializes in Investment Management.

What are Daniel Harris Mohr's credentials?

Daniel Harris Mohr holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Harris Mohr located?

Daniel Harris Mohr is based in LANSING, Michigan, last registered with RETIREFUL LLC.

How does Daniel Harris Mohr charge for services?

Daniel Harris Mohr's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees, licensing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREFUL LLC?

RETIREFUL LLC has approximately 3 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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