MLR RETIREMENT SERVICES

ROGERS, MICHAEL LANCE Legal Name

Adviser information for MLR RETIREMENT SERVICES last updated from Form ADV on February 1st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Sole Proprietorship
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	14	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	13
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Pension consulting services
Compensation	% of AUMFixed fees
Other Business Activities	SALES CONSULTANT

Identifiers

SEC RIA File Number	801-109990
SEC ERA File Number	801-109990
SEC CIK Numbers	None
SEC CRD Numbers	286377
Legal Entity Identifier	None

Principal Office

90 EAST 3RD STREET, APT 206
MORGAN HILL
CA
United States

Monday - Friday, 8 AM - 5 PM PST

Tel: 408-621-8020, Fax: None

Chief Compliance Officer

MICHAEL ROGERS

17679 BENTLEY DRIVE

MORGAN HILL

United States

Tel: 408-621-8020

M*******@********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners