Roger Patrick Whitney

Current Employers

Retire Agile

4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-04-21
TX	RA	APPROVED	2025-08-07

CO RA
APPROVED

Since 2026-04-21
TX RA
APPROVED

Since 2025-08-07

Branch Locations

Mansfield, TX • United States

4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fwpam	Fort Worth	TX	06/2013	12/2018
Align Financial, Llc	Hermantown	MN	08/2025	Present
Strategic Financial Concepts	Fort Worth	TX	01/2019	08/2025

06/2013 → 12/2018

Fwpam

Fort Worth, TX
08/2025 → Present

Align Financial, Llc

Hermantown, MN
01/2019 → 08/2025

Strategic Financial Concepts

Fort Worth, TX

Previous Registrations

2019-02-05 → 2025-12-02

Strategic Financial Concepts, Llc

Mansfield, TX
2009-03-31 → 2019-03-21

Wwk Wealth Advisors

Fort Worth, TX

Fort Worth, TX
2003-08-08 → 2016-12-27

Lpl Financial Llc

Weatherford, TX

Ft Worth, TX
1998-10-30 → 2003-08-28

Ubs Financial Services Inc.

Fort Worth, TX

Other Businesses

Roger P. Whitney is the owner of RP Whitney LLC. RP Whitney LLC produces educational content including podcasts, books, worksheets, courses and community. RP Whitney LLC operates under the DBA names of the Retirement Answer Man® and Rock Retirement Club.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-11-30
S63	Uniform Securities Agent State Law Examination	1991-08-19

S65 Uniform Investment Adviser Law Examination

1998-11-30
S63 Uniform Securities Agent State Law Examination

1991-08-19

Designations

Other Names

Rp Whitney

View on SEC IAPD