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Robert Brink Van Cleave

Investment Adviser Representative at Cetera Investment Advisers LLC

Westwood, KSCRD #2678375Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Brink Van Cleave is an investment adviser representative with Cetera Investment Advisers LLC in Westwood, KS, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Avantax Advisory Services and Transamerica Financial Advisors, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Kansas.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas
Broker:
3 states and territories

Kansas, Missouri, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/29/2012
Series 65
Uniform Investment Adviser Law Examination
Passed 9/10/2011
Series 66
Uniform Combined State Law Examination
Passed 8/12/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/15/2012
Series 24
General Securities Principal Examination
Passed 11/12/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cetera Investment Advisers LLCCurrent
9/5/2025 – Westwood, KS
Avantax Advisory Services
9/6/2022 – 9/5/2025Westwood, KS
Transamerica Financial Advisors, Inc.
3/14/2018 – 8/30/2022Westwood, KS
H.d. VEST Advisory Services, Inc
5/5/2015 – 12/20/2017Basehor, KS
Transamerica Financial Advisors, Inc.
5/1/2012 – 7/5/2013Granite City, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. HD VEST Insurance Agency
    Apr 2015 – Dec 2017Irving, TX
  2. HD VEST Financial
    Apr 2015 – Dec 2017Basehor, KS
  3. HD VEST Advisory Services
    Apr 2015 – Dec 2017Basehor, KS
  4. Basehor Investments LLC
    Jun 2012 – no end date reportedBasehor, KS
  5. Worldventures Marketing LLC
    Jul 2015 – Dec 2017Plano, TX
  6. LegalShield
    Jan 2016 – Dec 2017Ada, OK
  7. Insurance Management Consultants
    Dec 2015 – Jun 2022Leawood, KS
  8. Transamerica Financial Advisors, Inc
    Mar 2018 – Sep 2022Overland Park, KS
  9. World Financial Group, Inc.
    Nov 2017 – Sep 2022Overland Park, KS
  10. CITY OF Basehor
    Oct 1999 – Sep 2022Basehor, KS
  11. Basehor-linwood Unified School District 458
    Feb 2000 – Dec 2021Basehor, KS
  12. Bishop Miege HIGH School
    Oct 2006 – Sep 2017Roeland Park, KS
  13. Kansas Speedway
    Jun 2005 – Jun 2022Kansas City, KS
  14. Keller Williams Realty Diamond Partners
    Aug 2008 – Sep 2020Olathe, KS
  15. Fairmount Township
    Dec 2015 – Jan 2019Basehor, KS
  16. VAN Cleave, CPA, Chartered
    Oct 2017 – Sep 2022Westwood, KS
  17. Hunting AND LEE, LLC
    Feb 2014 – Apr 2019Basehor, KS
  18. HOLY Angels Catholic Church
    Jul 2016 – Jun 2021Basehor, KS
  19. Juan C Luengo Ins. Agency, Inc.
    Sep 2018 – Sep 2020Overland Park, KS
  20. Engage Insurance Group, Inc.
    Sep 2020 – Sep 2023Overland Park, KS
  21. Keller Williams Realty Partners, Inc.
    Sep 2020 – Jan 2024Overland Park, KS
  22. Avantax Advisory Services
    Sep 2022 – Sep 2025Westwood, KS
  23. Avantax Insurance Agency
    Sep 2022 – Sep 2025Westwood, KS
  24. Avantax Investment Services Inc
    Sep 2022 – Sep 2025Westwood, KS
  25. City of Basehor
    Oct 1999 – no end date reportedBasehor, KS
  26. Avantax Insurance Agency, LLC
    Jul 2022 – Sep 2022Westwood, KS
  27. Van Cleave CPA Chartered
    Oct 2017 – Oct 2023Westwood, KS
  28. Van Cleave Wealth Management Chartered
    Oct 2017 – no end date reportedWestwood, KS
  29. Cetera Wealth Services, LLC
    Sep 2025 – no end date reportedWestwood, KS
  30. Cetera Investment Advisers LLC
    Sep 2025 – no end date reportedSchaumburg, IL
  31. Guardian Angels Catholic Church
    May 2026 – no end date reportedKansas City, KS
  32. Van Cleave CPA Chartered
    Jun 2026 – no end date reportedWestwood, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cetera Investment Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Investment AdvisoryFinancial DisclosuresRetirement PlanningIRA RolloversInsuranceAdvisory ServicesCustody Services529 PlansETFs

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10,459
Offices listed on AdvisorFinder:
27
Main office:
Schaumburg, IL
SEC file number:
801-20406

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Brink Van Cleave has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert Brink Van Cleave (Cetera Investment Advisers)