Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brink Van Cleave is an investment advisor representative with Avantax Advisory Services. Robert has been in the industry since May 2014. Robert holds Series 63, 65, 66, and 24 licenses. Robert has experience with Transamerica Financial Advisors, Inc., HD Vest Investment Services, and Avantax Advisory Services. Robert also has experience with a variety of other businesses including real estate, insurance, and accounting. Robert provides investment advisory services to individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, and corporations. Robert has a strong background in finance and is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
KS
09/06/2022 - Present
Avantax Advisory Services (Westwood KS)
KS
03/14/2018 - 08/30/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (Westwood KS)
KS
05/12/2015 - 12/20/2017
HD VEST INVESTMENT SERVICES (Basehor KS)
IL
08/16/2012 - 07/05/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (GRANITE CITY IL)
BC
Issued 08/29/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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