Robert Cleave
Robert Cleave is a registered investment advisor at Cetera Investment Advisers LLC, based in Westwood, KS, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4800 Rainbow Blvd Ste 3, Westwood, KS, 66205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including real estate services, a real estate investment holding company, and tax/accounting services. He also works as a police officer and sells insurance products through Avantax Insurance Agency, LLC, and is associated with LegalShield.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.