OUR HISTORY

1983:Jim Mohr graduates from Northern Arizona University and enters the financial industry at Equitable1988:Jim was promoted to Managing Director at Equitable and established The Mohr Financial Group (MFG)1993:Tim Riis joins MFG1996:MFG transitions to a new broker-dealer, Lincoln Financial Advisors2008:Michael Mohr starts working at MFG2010:Katarina Bondoc joins MFG2015:Mike Muniz joins MFG2019:MFG joins Integrated Partners and transitions to a new broker-dealer, LPL Financial. Jim Mohr transitions to semi-retirement2020:Kimberly Gern & Jennifer Pullman join MFG

Check the background of your financial professional on FINRA's BrokerCheck.

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through the Mohr Financial Group, a registered investment advisor. Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial.

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services.

For more information visit www.FINRA.org or www.SIPC.org.

We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719

Click on the links for a copy of the Firm ADV , Client Relationship Summary , and LPL Financial Form CRS.

Contact

Mohr Financial Group

Office: 858.298.2312

Fax: 858.794.9770

12555 High Bluff Drive, Suite 210

San Diego, CA 92130

info@mohrgroup.com

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