# MLR Retirement Services

> MLR Retirement Services is an SEC-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated May 29, 2024.

- CRD: 286377
- Filed as: MLR RETIREMENT SERVICES
- Legal name: Rogers, Michael Lance
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 29, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286377
- AdvisorCensus page: https://advisorcensus.com/firm/mlr-retirement-services-286377

## Quick answers

**How is MLR Retirement Services compensated?**
On its Form ADV (Item 5.E, October 2026), MLR Retirement Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is MLR Retirement Services registered with the SEC or a state?**
MLR Retirement Services is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286377.

**How have MLR Retirement Services' assets and staff changed since 2021?**
In the Form ADV data for MLR Retirement Services: Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MLR Retirement Services serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Does MLR Retirement Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286377

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | Not reported |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 1 | March 4, 2021 |
| October 2022 | Not reported | 1 | February 23, 2022 |
| October 2023 | Not reported | 1 | February 1, 2023 |
| October 2024 | Not reported | 1 | May 29, 2024 |
| October 2025 | Not reported | 1 | May 29, 2024 |
| October 2026 | Not reported | 1 | May 29, 2024 |

Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MLR Retirement Services (CRD 286377): Form ADV filing data as of October 2026.