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Cyndi Lynnette Najar

Advisor at Lafargue Financial Group, Inc. — Springdale, AR

Updated today

Credentials

CFP®

Experience

4 years

Location

Springdale, AR

Lafargue Financial Group, Inc. logo

Lafargue Financial Group, Inc.

Supported

Total advisors

2

Across 2 offices

Clients per advisor

80 High

Avg AUM per client

$66,552 Very Low

HNW client ratio

0% Very Low

About

Cyndi Najar is a CFP® professional with four years of industry experience, currently serving at LaFargue Financial Group, Inc. in Bentonville, AR. She has been with the firm since 2013, including experience at Metro Insurance prior to joining LaFargue Financial Group. Ms. Najar is the sole owner of a Special Needs Planning Division focused on creating life maps and education plans for families with special needs. LaFargue Financial Group primarily serves individual retail clients, offering portfolio management and financial planning services with an emphasis on comprehensive, CFP-level planning. The firm combines advisory services with in-house insurance brokerage and maintains a specialized special-needs planning division to support families with developmental or medical needs.

Client services

Based on Lafargue Financial Group, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Lafargue Financial Group, Inc.

Planning for children with special needs

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Fee options

Commissions

Commissions on life insurance and annuity products sold by Ms. Najar, an insurance agent.

Location

See office

Springdale, AR

Springdale AR

Advisors at this office

1

Most active in

Arkansas · Oklahoma

Work history

4 years of industry experience

Metro Insurance - LaFargue Financial Group

2013 - Present • 13 years

Fayetteville, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
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Johnathan K

CFA®, Series 65

Rogers, AR

Krueger Asset Management, LLC

Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.

Business sale tax planning Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance
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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is the sole advisor at Tekton Wealth Advisors, an independent firm based in Lowell, Arkansas. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including prior roles at DaVinci Wealth, Delta Investment Management, and Citigroup Global Markets. Darren is also involved with Tekton Wealth Insurance Services, LLC, where he works as a licensed insurance agent. Tekton Wealth Advisors provides financial planning, consulting, and portfolio management services for individuals, trusts, and estates, including assets in employer-sponsored retirement plans and insurance-wrapped products. The firm constructs portfolios through selected independent managers and personalized mixes of ETFs, mutual funds, stocks, bonds, and alternative investments, employing a combination of analytical methods and ongoing account monitoring.

General retirement planning Wealth management Long-term care insurance General tax planning General estate planning guidance
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Steven H

Series 65

Centerton, AR

Hoffman Capital Management, LLC

Steven Hoffman is the sole advisor at Hoffman Capital Management, LLC, an independent firm based in Centerton, Arkansas. He holds a Series 65 designation and has seven years of industry experience, including nine years at Walmart prior to founding his firm in 2017. Hoffman Capital Management provides discretionary portfolio management and customized investment portfolios primarily to individual investors, as well as a range of institutional and organizational clients. The firm employs a value-oriented, long-term investment approach based on fundamental analysis and utilizes options strategies to generate additional income.

Active portfolio management Options & derivatives strategies
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Stephen C

Series 65

Rogers, AR

Steve Chastain Wealth Management LLC

Stephen Chastain is the principal of Steve Chastain Wealth Management LLC in Rogers, Arkansas, holding a Series 65 credential with four years of industry experience. He has managed his wealth management firm since 2017 and co-owns Chastain Financial, LLC, where he also works as an insurance agent. Steve Chastain Wealth Management LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses model portfolios and third-party managers on the AE Wealth Management platform, combining fundamental, technical, and cyclical analysis to align client portfolios with their investment objectives and risk tolerance.

Wealth management
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at SignalPoint Asset Management and Ameriprise Financial Services, among others. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm manages portfolios using fundamental, technical, and charting analysis, offers ongoing plan advisory services, and provides ERISA 3(21) fiduciary consulting for plan sponsors.

Wealth management
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