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Roger P. Whitney, CFP®, CIMA®, CPWA®, AIF®

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Roger P. Whitney, CFP®, CIMA®, CPWA®, AIF®

Helping You Dream, Plan and Live Your Ideal Retirement

No Current Employment Listed



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Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.



No timeline events available.
Employer Years Dates
Fwpam 6 years, 10 months Jun 2013 - Present
Whitney, Wetzel, Kuether, LLC 4 years, 4 months Feb 2009 - Jun 2013
LPL Financial LLC 16 years, 8 months Aug 2003 - Present

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Investment Management Consultants Association
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
  • Accredited Investment Fiduciary
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Investment Management Analyst
    Certified Investment Management Analyst
    This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.

Articles and Answers

Insights by Roger Whitney

Cash Reserves: Life's Finanical Airbag
Published 2012-07-11 10:26:13
Do You Have an App Addiction?
Published 2012-12-27 12:25:50
Managing Your Financial Life
Published 2012-09-20 11:18:54
LPL Conference Impressions
Published 2012-08-23 08:47:11
LPL Financial's Annual Conference
Published 2012-08-23 08:45:39
    *Articles are published by advisors without compensation.


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    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Mar 22, 2019
    • license status
      Not registered
    • disclosures
    • as of date
      Mar 22, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    There are no assets to display at this time.


    There is no compensation data available to display at this time