Daniel Mohr (CRD# 4830863) is an Investment Advisor Representative working at Retireful LLC in Lansing, MI and has over 15 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retireful, LLC | Haslett, MI | Feb 2021 - Current | 3 |
| Ux Wealth Partners | Denver, CO | Jul 2020 - Jan 2021 | < 1 |
| Independent Contractor | Haslett, MI | Feb 2018 - Jan 2021 | 2 |
| Daniel Harris Mohr D/b/a Retireful, Owner And Cco | Glendale, CA | Jan 2017 - Jan 2018 | 1 |
| Principal Financial | Glendale, CA | Jan 2016 - Jan 2017 | 1 |
| Principal Financial | Glendale, CA | Mar 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
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Total Assets Under Management245MILLIONS
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Total Number of Accounts6ACCOUNTS
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Average Account Value$40,750,349
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Other
MI
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