Nicola Cyr
Advisor at Five8 Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Five8 Financial LLC
Location
Rogers, AR 72758
Credentials
CFP®, Series 65
Industry experience
8 years
About
Nicola Cyr is a CFP® and Series 65-registered financial advisor with eight years of industry experience. She is currently with Five8 Financial LLC and previously worked at CGN Advisors, LLC, Navy Federal Credit Union, and Karl Kunz State Farm. Cyr is also an enrolled agent and owner of The Unicorn Collective LLC, a holding company for her ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering separate in-house tax preparation services. The firm uses a diverse set of analysis techniques and a long-term trading orientation to tailor portfolios, which may include a range of investment vehicles beyond traditional ETFs.
Expertise
Based on Five8 Financial LLC
Private / alternative investments
Real estate investing
Annuities
Fee options
Financial Planning Fee: $1,200-$6,250; Annual Retainer Fee: $1,200-$6,250
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.50% $4,000,001 - $6,000,000: 0.40% $6,000,001+: 0.30%
Location
5001 W Founders Way, Suite L10
Rogers, AR 72758
Most active in
Nicola C has reported serving >5 clients in these states in the last 12 months.
Arkansas · Kansas
Work history
Five8 Financial LLC
2025 - Present (1 year)
CGN Advisors, LLC
2017 - 2025 (8 years)
Navy Federal Credit Union
2016 - 2017 (1 year)
Karl Kunz State Farm
2014 - 2016 (2 years)
Student
2007 - 2017 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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