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Roger Patrick Whitney

Managing MemberAlign Financial, LLCCRD 2159694

About Roger Patrick Whitney

Roger Patrick Whitney is listed as Managing Member at Align Financial, LLC in Hermantown, MN. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Align Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Roger Patrick Whitney work?

Roger Patrick Whitney is listed as Managing Member at Align Financial, LLC on SEC Form ADV.

How much of Align Financial, LLC does Roger Patrick Whitney own?

Form ADV reports a beneficial ownership band of 25-50%.

Align Financial, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2025