Randy Cross

Advisor at Edward Jones — Batesville, AR Eagle Mountain Blvd

Updated today

Credentials

CFP®, Series 66

Experience

5 years

Location

Batesville, AR 72501

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Randy Cross is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked for nine years at Merchants & Planters Bank. He holds a director position on the board of White River Health Systems, providing oversight for the hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy ESG / Sustainable investing

Occupation focus

Military & Veterans

Demographic focus

Newlywed/Engaged

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Batesville, AR Eagle Mountain Blvd

249 Eagle Mountain Blvd, Ste 100

Batesville AR 72501

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

5 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Merchants & Planters Bank

2011 - 2020 • 9 years

Newport, AR

Disclosures

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

Business activities & affiliations

user avatar

Robert M

Series 63, Series 65

Batesville, AR

Cetera

Robert Mcgaha is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has worked with First Allied Securities and its related entities from 2002 to 2022 before joining Cetera and establishing Mcgaha Investment Group in 2023. Mcgaha serves as president of Gideons International, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. It provides a range of portfolio management and financial planning services through a multi-manager platform, serving individuals, retirement plans, corporate, charitable, and institutional clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Charles S

Series 66

Batesville, AR

Ameriprise

Charles Schaaf is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2018, with prior experience at Investment Professionals, Inc. Outside of his advisory role, he performs as a guitarist and singer in the band Deadbird. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Andrew W

CFP®, ChFC®, Series 66

Batesville, AR

Ameriprise

Andrew Walmsley is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2016. He is involved in community activities, including serving on the Jenkins-Henderson American Legion Baseball board, the Batesville School Board, and as secretary of the Kiwanis Club of Batesville. Walmsley also owns Walmsley Ventures, LLC, which supports the operation and payroll for his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research, third-party data, and algorithmic tools, operating within an affiliated product ecosystem with specific enrollment criteria for retirement income clients.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

David W

Series 66

Batesville, AR

Edward Jones

David Winberry is a Series 66-licensed financial advisor with Edward Jones in Batesville, Arkansas, where he has worked since 2008, totaling 18 years of industry experience. He serves as Vice President of the Kiwanis Club of Batesville, a local civic organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
user avatar

Braden M

Series 66

Batesville, AR

Thrivent Investment Management

Braden Mead is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc, as well as a year at Lyon College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar

Jimmy L

Series 66

Cave City, AR

Ameriprise

Jimmy Limbaugh III is a financial advisor with Ameriprise in Cave City, Arkansas, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020 and previously worked at several educational institutions and investment firms. Outside of his advisory role, he volunteers by maintaining the grounds at Rejoice Fellowship Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)