Richard Caster

Advisor at Edward Jones

Updated today

Location

Batesville, AR 72501-5511

Credentials

CFP®, Series 66

Industry experience

7 years

About

Richard Caster is a financial advisor at Edward Jones in Batesville, AR, holding CFP® and Series 66 designations with seven years of industry experience. He previously worked at FNBC from 2016 to 2018 and at Hillsdale College from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management General retirement planning Retirement income strategy

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

296 E Main St

Batesville, AR 72501-5511

Most active in

Arkansas · Texas

Work history

Edward Jones

2018 - Present (8 years)

FNBC

2016 - 2018 (2 years)

Hillsdale College

2013 - 2016 (3 years)

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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Robert M

Series 63, Series 65

Batesville, AR

Cetera

Robert Mcgaha is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and owns Mcgaha Investment Group. Outside of his advisory role, Mcgaha serves as president of Gideons International, a nonprofit organization. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored models, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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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
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Andrew W

CFP®, ChFC®, Series 66

Batesville, AR

Ameriprise

Andrew Walmsley is a financial advisor at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2016 and previously was with LPL Financial. Outside of his advisory role, he serves on the board of Jenkins-Henderson American Legion Baseball, is a member of the Batesville School Board, and acts as secretary for the Kiwanis Club of Batesville. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning supported by both automated tools and advisory oversight.

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 financial advisor with Edward Jones in Batesville, AR, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as Vice President of the Kiwanis Club of Batesville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Braden M

Series 66

Batesville, AR

Thrivent Investment Management

Braden Mead is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written financial plans without portfolio management. The firm offers goal-based analyses and allows clients to combine planning with managed-account services through its consolidated WealthPlan billing option.

Business ownership considerations
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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
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