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Robert Mcgaha

Advisor at Cetera

Updated today

Location

Batesville, AR 72501

Credentials

Series 63, Series 65

Industry experience

32 years

About

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.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

3400 Harrison St

Batesville, AR 72501

Most active in

Arkansas · Texas

Work history

Mcgaha Investment Group

2023 - Present (3 years)

Cetera ADVISORS LLC

2022 - Present (4 years)

Cetera

2020 - Present (6 years)

First Allied Advisory Services

2020 - 2020 (1 year)

First Allied Advisory Services, Inc.

2012 - 2020 (8 years)

First Allied Securities,Inc

2002 - 2022 (20 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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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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Raymond P

Series 63, Series 66

Batesville, AR

Edward Jones

Raymond Ponnath is a financial advisor with Edward Jones in Batesville, Arkansas, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1991. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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