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Nicola Lippert Cyr

Nicola L. Cyr

FIVE8 FINANCIAL
ROGERS, AR 72758
Some features on this profile are disabled
CRD#: 6835953
Nicola Lippert Cyr

Professional summary

Nicola Lippert Cyr, CFP®, who also goes by Nicola Cyr, is a registered financial advisor currently at FIVE8 FINANCIAL LLC located in Rogers, Arkansas.

Nicola is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nicola has worked at 3 firms and has passed the Series 65 exam.

Core Areas of Focus

Fixed Fee (Subscription
Retainer
etc.)
Hourly
Insurance Related Issues
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Tax Planning

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicola Cyr

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 Nicola Lippert Cyr's 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

Experience

Current

December 10, 2025 - Present

FIVE8 FINANCIAL LLC

Office #1: 5001 W Founders Way Suite L10, Rogers, AR 72758
RIA
CRD#: 339260
ROGERS, AR
Past

September 6, 2018 - September 3, 2025

CGN ADVISORS, LLC

RIA
CRD#: 159359
MANHATTAN, KS
Past

October 13, 2017 - January 31, 2020

CGN ADVISORS, LLC

RIA
CRD#: 282552
MANHATTAN, KS

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
Arkansas
(12/10/2025)
IAR
Kansas
(12/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/13/2017
Uniform Investment Adviser Law Examination

Current Firm

FF
FIVE8 FINANCIAL LLC
FIVE8 FINANCIAL LLC

CRD#: 339260 / SEC#:

Arkansas
Registered Investment Advisory firm - (12/10/2025 Approved)
Kansas
Registered Investment Advisory firm - (12/10/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5001 W Founders Way Suite L10, Rogers, AR 72758
Mailing Address
Phone number
(479) 278-4489
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

FIVE8 FINANCIAL LLC

CRD#: 339260Rogers, AR 72758

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Contact information

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