Steven Franklin Kleiber

Current Employers

Employment History

• 01/1990 → Present
  Kleiber & Associates
  Arlington, TX
• 06/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Arlington, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Arlington, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Arlington, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Arlington, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2001 → Present
  Kleiber & Associates Financial Services, Llc
  Arlington, TX
• 01/2001 → 10/2019
  1St Global Capital Corp
  Arlington, TX
• 01/2002 → 10/2019
  1St Global Advisors, Inc.
  Arlington, TX

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Arlington, TX
• 2002-02-07 → 2019-10-25
  1St Global Advisors Inc
  Arlington, TX

Other Businesses

1) LIFE OF THE SOUTHWEST POSITION: APPOINTED AGENT OF RECORD NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 DESCRIPTION: Appointed agent of record 2) RKM FINANCIAL SERVICES, DBA POSITION: Financial Advisor NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 DESCRIPTION: Provide financial services to clients. 3) KLEIBER & ASSOCIATES FINANCIAL SERVICES, LLC POSITION: PRESIDENT NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2001 DESCRIPTION: Provide financial services to clients. 4) KLEIBER AND ASSOCIATES CPAS PLLC POSITION: member manager NATURE: tax and accounting services....this is my cpa firm INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 1188 W Pioneer Pkwy, Arlington TX 76013, United States DESCRIPTION: hire staff, manage the billing, acquire clients, review tax returns, 5) HELMCAMP MEMORIAL SCHOLARSHIP THROUGH THE CLEBURNE EDUCATION FOUNDATION POSITION: On the fund raising committee NATURE: Working on the committee to raise funds for a scholarship which is administered through the Cleburne Education Foundation (a 501(c)(3) non-profit. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/21/2022 ADDRESS: 1188 W Pioneer Pkwy, Arlington TX 76013, United States DESCRIPTION: Duties:1) organize and set agenda for meetings;2) send thank you emails;3) build data base of donors;4) meet with donors and request donations;5) Checks are made out to the Cleburne Education Foundation or donors make donations by using the Cleburne Education Foundation (CEF) website or mailing checks to (CEF); 6) ARLINGTON ROTARY FOUNDATION INC POSITION: Treasurer NATURE: Collects contributions and awards scholarships to high school seniors INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023; PO Box 121045, Arlington TX 76012, US; Duties: 1) attend quarterly board meetings; 2) prepare reports for the board; 3) make bank deposits; 4) issue disbursements approved by the board; 5) issue letters to scholarship recipients

Exams

• S66 Uniform Combined State Law Examination
  2001-02-13

Designations