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Roxanne Lea Martens

Roxanne L. Martens

FIVE8 FINANCIAL
ROGERS, AR 72758
Some features on this profile are disabled
CRD#: 7242286
Roxanne Lea Martens

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)

Exams

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)
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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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