Roxanne Lea Martens
CFP®Professional Summary
Roxanne Lea Martens, CFP®, who also goes by Roxanne L Larson, is a registered financial advisor currently at FIVE8 FINANCIAL LLC located in Rogers, Arkansas. Roxanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Roxanne has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Business Services
- Retirement Planning
- Financial Planning
- Tax Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Investment Management
- Education Funding
Specializations
Other Aliases
Roxanne Lea Martens, Roxanne L Larson
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Disclosures on record.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Credentials
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Current Firm
FIVE8 FINANCIAL LLC
Contact Information
Main Address
5001 W Founders Way Suite L10, Rogers, AR 72758Phone Number
(479) 278-4489# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$4,689,462Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
State Registrations and Notice Filings
(12/10/2025)
(12/10/2025)
(6/11/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Roxanne Lea Martens's CRS (Customer Relationship Summary).
Services Offered by Roxanne
- Business Services
- Retirement Planning
- Financial Planning
- Tax Planning
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Investment Management
- Education Funding
Similar Advisors
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
LIGHTSQUARE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.