Roger Sverre Machlin
Investment adviser representative at Power Financial Partners, LLC
21 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$329.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Power Financial Partners, LLCFeb 2023 to now
- Purshe Kaplan Sterling InvestmentsFeb 2023 to now
- Northwestern Mutual Wealth Management CompanyJul 2007 to Feb 2023
- Northwestern Mutual Life Insurance CompanyJun 2007 to Feb 2023
- Northwestern Mutual Investment Services, LLCOct 2005 to Feb 2023
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Power Financial Partners, LLC
$329.1MAssets managed
250Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4662015
- Firm CRD
- 324253