Michael W. Rogers

POTOMAC

Texarkana, TX

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CRD#: 2419547

Professional summary

Michael Walton Rogers is a registered financial advisor currently at POTOMAC located in Texarkana, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 14 firms and has passed the Series 65, Series 63, Series 6, Series 7 and Series 11 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Potomac Fund Management, IAR, 777 Brickell Ave #500 9455 Miami FL 33131, Full Time, Director of External Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Walton Rogers'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

November 7, 2022 - Present

POTOMAC

RIA

CRD#: 105413

Texarkana, TX

Past

June 16, 2022 - October 13, 2022

TRUE NORTH WEALTH STRATEGIES

RIA

CRD#: 322076

TEXARKANA, TX

Past

December 8, 2020 - May 20, 2022

FLEXIBLE PLAN INVESTMENTS LTD

RIA

CRD#: 110762

BLOOMFIELD HILLS, MI

Past

September 3, 2020 - November 5, 2020

TRUE NORTH WEALTH STRATEGIES

RIA

CRD#: 150840

TEXARKANA, TX

Past

October 23, 2019 - December 31, 2020

VITA ADVISORY SOLUTIONS INC

RIA

CRD#: 304759

TEXARKANA, TX

Past

March 10, 2016 - August 9, 2019

PGR SOLUTIONS, LLC

RIA

CRD#: 119490

SAN JOSE, CA

Past

September 17, 2013 - June 12, 2014

RESOURCE WEALTH MANAGEMENT, LLC

RIA

CRD#: 156081

MELISSA, TX

Past

September 17, 2009 - December 21, 2012

LINDNER CAPITAL ADVISORS, INC.

RIA

CRD#: 108584

MARIETTA, GA

Past

July 17, 2008 - April 17, 2009

SYMMETRY PARTNERS

RIA

CRD#: 120982

GLASTONBURY, CT

Past

October 25, 2004 - November 24, 2006

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

TEXARKANA, TX

Past

August 25, 2004 - September 8, 2004

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

July 28, 1997 - February 16, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 6, 1995 - August 28, 1997

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

November 1, 1993 - June 21, 1995

TBT SECURITIES L.C.

CRD#: 31301

LONGVIEW, TX

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".

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

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

Texas
(11/7/2022)

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: 7/16/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/24/2004

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 4/7/1994

General Securities Representative Examination

General Industry/Product Exam

Series 11

Date: 10/29/1993

Assistant Representative-Order Processing Qualification Exam

Current Firm

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

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Contact information

Main Address

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814

Mailing Address

Phone number

(301) 901-3466

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POTOMAC FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	2,573
AUM (Assets Under Management)	$ 2,406,097,311

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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Advisor Monitoring

Firm Stability Insights

Michael W. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Walton Rogers's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE NORTH WEALTH STRATEGIES

FLEXIBLE PLAN INVESTMENTS LTD

TRUE NORTH WEALTH STRATEGIES

VITA ADVISORY SOLUTIONS INC

PGR SOLUTIONS, LLC

RESOURCE WEALTH MANAGEMENT, LLC

LINDNER CAPITAL ADVISORS, INC.

SYMMETRY PARTNERS

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

QUEST CAPITAL STRATEGIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

TBT SECURITIES L.C.

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/2008

Series 63

Date: 9/3/2004

Series 6

Date: 8/24/2004

Series 7

Date: 4/7/1994

Series 11

Date: 10/29/1993

Current Firm

POTOMAC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POTOMAC

TRUST BUT VERIFY

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