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Robert Wilkinson

Investment adviser representative at WhiteRock Wealth Design in Fayetteville, AR

Investment adviser registrationUpdated

Robert Wilkinson is an investment adviser representative at Whiterock Wealth Design, LLC, an investment adviser managing $633M, and works from its Fayetteville, AR office. Robert Wilkinson has been registered through WhiteRock Wealth Design since 4 June 2026, has 18 years in the industry across 3 firms and has passed the Series 7 and Series 66.

18
Years in industry
0
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Robert Wilkinson has been an investment adviser representative at WhiteRock Wealth Design since June 2026, and is not listed among the firm’s executive officers or direct owners.

Whiterock Wealth Design, LLC is a Fayetteville, AR firm with $633M under management, 739 clients and 7 advisers in one office, as of its August 2026 filing.

Robert Wilkinson’s longest registration was 10 years at Arvest Wealth Management (2008–2018). Before joining WhiteRock Wealth Design in 2026, Robert Wilkinson was registered through Raymond James Financial Services Advisors, Inc and Arvest Wealth Management.

  1. – present · under a year
    Fayetteville, AR · Adviser representative · Firm CRD 342236
  2. Raymond James Financial Services Advisors, Inc
    – · 8 years
    Fayetteville, AR · Adviser representative · Firm CRD 149018
  3. Arvest Wealth Management
    – · 10 years
    Springdale, AR · Adviser representative · Firm CRD 42057

Credentials and registrations

Investment adviser representative registrations

Robert Wilkinson is registered as an investment adviser representative in 2 states. Each was approved in June 2026.

  • ArkansasSince 4 June 2026
  • TexasSince 4 June 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6628 January 2008
Name
Uniform Combined State Law Examination
Series 712 November 2007
Name
General Securities Representative Examination

Key facts

Full name
Robert Steven Wilkinson
CRD
5434456
Firm
WhiteRock Wealth Design · CRD 342236
Office
4426 NORTH WATERSIDE COURT 110, Fayetteville, AR 72703
Registration
Investment adviser registration
In the industry since
November 2007
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Wilkinson work?

Robert Wilkinson is an investment adviser representative registered through Whiterock Wealth Design, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Robert Wilkinson a financial advisor?

Yes. Robert Wilkinson has a current investment-adviser registration in Arkansas and Texas, through WhiteRock Wealth Design since June 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Robert Wilkinson have?

Robert Wilkinson has 18 years in the financial industry, since November 2007, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Robert Wilkinson passed?

Robert Wilkinson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2007. FINRA credited Robert Wilkinson with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Robert Wilkinson work before WhiteRock Wealth Design?

Before WhiteRock Wealth Design, Robert Wilkinson was registered through Arvest Wealth Management, January 2008 to June 2018.

Source: IAPD individual record, checked 24 October 2026

Where is Robert Wilkinson based?

Robert Wilkinson’s registered office is in Fayetteville, AR.

Source: IAPD individual record, checked 24 October 2026

Is Robert Wilkinson registered with FINRA?

No. Robert Wilkinson has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Robert Wilkinson’s record?

Search CRD 5434456 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Wilkinson’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at WhiteRock Wealth Design

Sources

  1. IAPD individual record, CRD 5434456, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Whiterock Wealth Design, LLC, filed 28 August 2026. Executive officers and direct owners; this person is not among them.