Steven Kleiber is a CFP, PFS-designated registered investment advisor, based in Arlington, TX, with 25 years of industry experience.
Location
1188 W. Pioneer Parkway, Arlington, TX, 76013-6367
Get directionsHistory
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
Steven provides financial services to clients through RKM Financial Services, Kleiber & Associates Financial Services, LLC, and Kleiber and Associates CPAs PLLC, taking up nearly all of his time. He is also a registered representative of record for equity indexed annuities and is an appointed agent of record for Life of the Southwest.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations6 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.