Align Financial, LLC

Align Financial, LLC (CRD# 309238) is a financial advisory firm headquartered in Hermantown, MN. They manage $88,000,000 in 272 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4960 Miller Trunk Hwy, #600, Hermantown, MN 55811
https://www.facebook.com/alignyourmoney
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $323,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Align Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tanya Nichols, financial advisor Hermantown MN
Tanya L. Nichols
CRD#: 4005676
4960 Miller Trunk Hwy, #600, Hermantown, MN 55811

Tanya Nichols (CRD# 4005676) is an Investment Advisor Representative working at Align Financial, LLC in Hermantown, MN and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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