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Randall Wayne Roebuck

Advisor at Uniting Wealth Partners — Bella Vista, AR

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

38 years

Location

Bella Vista, AR 72715

Uniting Wealth Partners logo

Uniting Wealth Partners

Team

Total advisors

15

Across 6 offices

Clients per advisor

55 Typical

Avg AUM per client

$957,905 Typical

HNW client ratio

78% Very High

About

Randall Roebuck is a CFP® professional with 38 years of industry experience, currently serving at Uniting Wealth Partners. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over two decades. Randall is also a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs alongside other asset types, and operates as part of the WAGN network with multiple office locations and substantial assets under management.

Client services

Based on Uniting Wealth Partners

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Uniting Wealth Partners

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies

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Fee options

Fixed

Fixed engagement fee for financial planning and consulting services, fees negotiable based on scope, complexity, and duration; fees invoiced upon completion or quarterly in advance for ongoing services.

Percentage

up to 2.00% annually

Location

See office

Bella Vista, AR

633 W Lancashire Blvd

Bella Vista AR 72715

Advisors at this office

1

Most active in

Arkansas

Work history

38 years of industry experience

Uniting Wealth Partners, LLC

2024 - Present • 2 years

Bella Vista, AR

Raymond James Financial

2009 - 2024 • 15 years

Belle Vista, AR

Raymond James Financial Services, inc.

2003 - 2024 • 21 years

Bella Vista, AR

Disclosures

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

Business activities & affiliations

Chris P

CFP®

Bentonville, AR

Pape Financial

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Business ownership considerations Business Financial Management Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
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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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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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Jacqueline R

CFP®, Series 63, Series 66

Bentonville, AR

Elevated Wealth LLC

Jacqueline Rogers is a Certified Financial Planner® at Elevated Wealth LLC with 12 years of industry experience. She has worked at firms including New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines fundamental and technical analysis with mutual fund and ETF evaluation to tailor portfolios across passive and active strategies, operating as a fiduciary and fee-only adviser.

Cash flow / budgeting Retirement income strategy Tax strategies for small businesses College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Jessica H

CFP®, Series 66

Bentonville, AR

Do Wealth Different

Jessica Hillman is a CFP® and holds a Series 66 license with six years of industry experience. She currently leads Do Wealth Different, an independent advisory firm, and has previously worked at Echo Collaborative, Thrivent Investment Management Inc, Pure Charity, Inc., and Preston and Company, Inc. Outside of her advisory role, she serves as a substitute teacher, providing personal finance and math instruction at junior high and high school levels. Do Wealth Different is an independent, fee-only registered investment adviser serving individuals and employer plan sponsors with investment management, comprehensive financial planning, and retirement plan consulting. The firm combines passive and active strategies with a long-term, asset allocation-focused approach and offers distinctive services including retirement plan fiduciary consulting, charitable organization support, and public educational programming.

Cash flow / budgeting Charitable giving & philanthropy
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