Roxanne L. Martens

FIVE8 FINANCIAL LLC

ROGERS, AR 72758

Some features on this profile are disabled

CRD#: 7242286

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 .

Core Areas of Focus

College/Education Planning

Investment Advice with Ongoing Management

Millennials

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Question & Answer

What are your service offerings?

Socially Responsible Investing

Divorce Planning

Employee and Employer Plan Ben...

Retirement Income Management

Comprehensive Financial Planni...

Debt Management

Tax Planning

Social Security Planning

Retirement Planning

Inheritance

Budgeting

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Roxanne L Larson

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 Roxanne Lea Martens'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

Start date: 2016

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

April 1, 2020 - September 12, 2025

CGN ADVISORS, LLC

RIA

CRD#: 159359

Rogers, AR

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)

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

Current Firm

FIVE8 FINANCIAL LLC

CRD#: 339260 / SEC#:

Arkansas

Registered Investment Advisory firm - (12/10/2025 Approved)

Kansas

Registered Investment Advisory firm - (12/10/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Eric Bailey

OSAIC WEALTH, INC.

IAR

SILVER SPRING, MD

Christopher Van Slyke

WORTHPOINTE

IAR

Ramona, CA

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Roxanne L. Martens

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roxanne Lea Martens's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIVE8 FINANCIAL LLC

CGN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

FIVE8 FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

FIVE8 FINANCIAL LLC

TRUST BUT VERIFY

Contact information

Similar Advisors