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RM

Roger S. Machlin

POWER FINANCIAL PARTNERS
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 4662015
RM

Professional summary

Roger Sverre Machlin, CFP®, ChFC®, CIMA®, CLU®, CPWA®, who also goes by Roger S Machlin, is a registered financial advisor currently at POWER FINANCIAL PARTNERS, LLC located in Tampa, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Tampa, Florida.

Roger is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Roger has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Roger S Machlin

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 Roger Sverre Machlin'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®
CFP®

Certified Financial Planner

Start date: 2009

ChFC®

Chartered Financial Consultant

CIMA®

Certified Investment Management Analyst

CLU®

Chartered Life Underwriter

CPWA®

Certified Private Wealth Advisor

Start date: 2017-07-31

Expire date: 2024-10-31

Experience

Current

February 17, 2023 - Present

POWER FINANCIAL PARTNERS, LLC

Office #1: 5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609
RIA
CRD#: 324253
Tampa, FL
Current

March 6, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5401 N. Kennedy Blvd. Suite 1020, Tampa, FL 33609
BD
CRD#: 35747
Tampa, FL
Past

November 28, 2011 - February 17, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
TAMPA, FL
Past

December 7, 2005 - February 17, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TAMPA, FL

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".
PF
POWER FINANCIAL PARTNERS, LLC
DEY ADVISORS, LLC | POWER FINANCIAL PARTNERS, LLC

CRD#: 324253 / SEC#: 801-127238

RIA
Registered Investment Advisory firm - (1/24/2023 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Florida
(2/17/2023)
RR
Florida
(3/6/2023)
RR
Pennsylvania
(12/12/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/12/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/2006
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/19/2006
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/9/2006
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

PF
POWER FINANCIAL PARTNERS, LLC
DEY ADVISORS, LLC | POWER FINANCIAL PARTNERS, LLC

CRD#: 324253 / SEC#: 801-127238

RIA
Registered Investment Advisory firm - (1/24/2023 Approved)
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Contact information

Main Address
5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609
Mailing Address
Phone number
(813) 212-2125
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISLOSURE BROCHURE FOR POWER FINANCIAL PARTNERS, LLC (2/12/2026)

Regulatory assets under management

Total Number of Accounts452
AUM (Assets Under Management)$ 329,142,012

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.

Company Information

POWER FINANCIAL PARTNERS, LLC

CRD#: 324253Tampa, FL 33609

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