Robert
Van Cleave
Avantax Advisory Services
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About this Advisor
Robert Van Cleave is a financial advisor working in Mission, Kansas who has 1 year of industry experience. Van Cleave currently works for Avantax Advisory Services. During their career, the advisor has held roles at Hd Vest Advisory Services, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Afterwork Group LLC, Hd Vest Insurance Agency, Hd Vest Financial, Basehor Investments LLC, Worldventures Marketing LLC, Basehor-Linwood Unified School District 458, Legalshield, Insurance Management Consultants, City Of Basehor, Bishop Miege High School, Kansas Speedway, Keller Williams Realty Diamond Partners, Fairmount Township, Van Cleave, Cpa, Chartered, Hunting And Lee, LLC, Holy Angels Catholic Church, Van Cleave Cpa Chartered, Juan C Luengo Ins. Agency, Inc, Engage Insurance Group, Inc, Keller Williams Realty Partners, Inc, Five Rings Financial LLC, Avantax Advisory Services, Avantax Insurance Agency, Avantax Investment Services Inc and Avantax Insurance Agency, LLC. Van Cleave holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kansas. Avantax Advisory Services is a registered investment business based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It administers $31 billion in assets among its 123,393 accounts, placing it among the largest firms in the country by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets available to invest. Avantax Advisory Services has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Avantax Advisory Services likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Van Cleave Work History
Robert has been registered as a financial advisor for 1 years.*
Avantax Advisory Services
Avantax Insurance Agency
Avantax Investment Services Inc
Engage Insurance Group, Inc
Keller Williams Realty Partners, Inc
Van Cleave Cpa Chartered
Basehor Investments LLC
City Of Basehor
Avantax Insurance Agency, LLC
Transamerica Financial Advisors, Inc
Juan C Luengo Ins. Agency, Inc
World Financial Group, Inc
Van Cleave, Cpa, Chartered
Legalshield
Holy Angels Catholic Church
Hd Vest Advisory Services
Hd Vest Insurance Agency
Hd Vest Financial
Worldventures Marketing LLC
Insurance Management Consultants
Fairmount Township
Hunting And Lee, LLC
Five Rings Financial LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Keller Williams Realty Diamond Partners
Bishop Miege High School
Afterwork Group LLC
Kansas Speedway
Basehor-Linwood Unified School District 458
City Of Basehor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Van Cleave to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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