Erin M. Coe

ALIGN FINANCIAL

MOSELEY, VA

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CRD#: 7506934

Professional summary

Erin Michelle Coe, who also goes by Erin M Coe, is a registered financial advisor currently at ALIGN FINANCIAL, LLC located in Moseley, Virginia.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Erin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin M Coe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Michelle Coe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 18, 2025 - Present

ALIGN FINANCIAL, LLC

RIA

CRD#: 309238

MOSELEY, VA

Past

September 13, 2024 - December 2, 2025

STRATEGIC FINANCIAL CONCEPTS, LLC

RIA

CRD#: 141849

Mansfield, TX

Past

March 11, 2022 - January 18, 2024

KRAFT FINANCIAL, LLC

RIA

CRD#: 298875

Moseley, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALIGN FINANCIAL, LLC

AGILE RETIREMENT MANAGEMENT | RETIRE AGILE | ALIGN FINANCIAL, LLC

CRD#: 309238 / SEC#: 801-132137

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

Minnesota

Registered Investment Advisory firm - (3/12/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(12/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/24/2022

Uniform Investment Adviser Law Examination

Current Firm

ALIGN FINANCIAL, LLC

AGILE RETIREMENT MANAGEMENT | RETIRE AGILE | ALIGN FINANCIAL, LLC

CRD#: 309238 / SEC#: 801-132137

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

Minnesota

Registered Investment Advisory firm - (3/12/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/10/2025 Terminated)

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Contact information

Main Address

4960 Miller Trunk Hwy #600, Hermantown, MN 55811

Mailing Address

Phone number

(218) 336-2506

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/10/2026)

2A BROCHURE (2/10/2026)

Regulatory assets under management

Total Number of Accounts	753
AUM (Assets Under Management)	$ 433,731,160

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Erin M. Coe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Michelle Coe's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALIGN FINANCIAL, LLC

STRATEGIC FINANCIAL CONCEPTS, LLC

KRAFT FINANCIAL, LLC

Primary Firm SEC Registration

ALIGN FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2022

Current Firm

ALIGN FINANCIAL, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALIGN FINANCIAL, LLC

TRUST BUT VERIFY

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