Robert
Van Cleave
Avantax Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Van Cleave is a financial advisor based in Mission, Kansas, working with Avantax Advisory Services. Robert has previously held positions at Hd Vest Insurance Agency, Hd Vest Financial, Hd Vest Advisory Services, Basehor Investments LLC, Worldventures Marketing LLC, Insurance Management Consultants, Transamerica Financial Advisors, Inc, World Financial Group, Inc, City Of Basehor, Basehor-Linwood Unified School District 458, 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, Engage Insurance Group, Inc, Keller Williams Realty Partners, Inc, Van Cleave Wealth Management Chartered, Van Cleave Cpa Chartered, Legalshield, Juan C Luengo Ins. Agency, Inc, Five Rings Financial LLC, Avantax Advisory Services, Avantax Insurance Agency, Avantax Investment Services Inc, and Avantax Insurance Agency, LLC. Robert has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Kansas. Currently, Robert is part of Avantax Advisory Services, which operates out of Mission, Kansas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Van Cleave Work History
Avantax Advisory Services
Avantax Insurance Agency
Avantax Investment Services Inc
Engage Insurance Group, Inc
Keller Williams Realty Partners, Inc
Van Cleave Wealth Management 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
Van Cleave Cpa Chartered
Holy Angels Catholic Church
Legalshield
Hd Vest Insurance Agency
Hd Vest Financial
Hd Vest Advisory Services
Worldventures Marketing LLC
Insurance Management Consultants
Fairmount Township
Hunting And Lee, LLC
Five Rings Financial LLC
Keller Williams Realty Diamond Partners
Bishop Miege High School
Kansas Speedway
Basehor-Linwood Unified School District 458
City Of Basehor
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.
Financial Advisors at Avantax Advisory Services
Danville, CA
Mineral Wells, TX
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
Lomita, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
