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
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |