Robert Brink Van Cleave

Current Employers

Employment History

• 04/2015 → 12/2017
  Hd Vest Insurance Agency
  Irving, TX
• 04/2015 → 12/2017
  Hd Vest Financial
  Basehor, KS
• 04/2015 → 12/2017
  Hd Vest Advisory Services
  Basehor, KS
• 06/2012 → Present
  Basehor Investments Llc
  Basehor, KS
• 07/2015 → 12/2017
  Worldventures Marketing Llc
  Plano, TX
• 01/2016 → 12/2017
  Legalshield
  Ada, OK
• 12/2015 → 06/2022
  Insurance Management Consultants
  Leawood, KS
• 03/2018 → 09/2022
  Transamerica Financial Advisors, Inc
  Overland Park, KS
• 11/2017 → 09/2022
  World Financial Group, Inc.
  Overland Park, KS
• 10/1999 → 09/2022
  City Of Basehor
  Basehor, KS
• 02/2000 → 12/2021
  Basehor-Linwood Unified School District 458
  Basehor, KS
• 10/2006 → 09/2017
  Bishop Miege High School
  Roeland Park, KS
• 06/2005 → 06/2022
  Kansas Speedway
  Kansas City, KS
• 08/2008 → 09/2020
  Keller Williams Realty Diamond Partners
  Olathe, KS
• 12/2015 → 01/2019
  Fairmount Township
  Basehor, KS
• 10/2017 → 09/2022
  Van Cleave, Cpa, Chartered
  Westwood, KS
• 02/2014 → 04/2019
  Hunting And Lee, Llc
  Basehor, KS
• 07/2016 → 06/2021
  Holy Angels Catholic Church
  Basehor, KS
• 09/2018 → 09/2020
  Juan C Luengo Ins. Agency, Inc.
  Overland Park, KS
• 09/2020 → 09/2023
  Engage Insurance Group, Inc.
  Overland Park, KS
• 09/2020 → 01/2024
  Keller Williams Realty Partners, Inc.
  Overland Park, KS
• 09/2022 → 09/2025
  Avantax Advisory Services
  Westwood, KS
• 09/2022 → 09/2025
  Avantax Insurance Agency
  Westwood, KS
• 09/2022 → 09/2025
  Avantax Investment Services Inc
  Westwood, KS
• 10/1999 → Present
  City Of Basehor
  Basehor, KS
• 07/2022 → 09/2022
  Avantax Insurance Agency, Llc
  Westwood, KS
• 10/2017 → 10/2023
  Van Cleave Cpa Chartered
  Westwood, KS
• 10/2017 → Present
  Van Cleave Wealth Management Chartered
  Westwood, KS
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Westwood, KS
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2026 → Present
  Guardian Angels Catholic Church
  Kansas City, KS
• 06/2026 → Present
  Van Cleave Cpa Chartered
  Westwood, CA

Previous Registrations

• 2022-09-06 → 2025-09-05
  Avantax Advisory Services
  Westwood, KS
• 2018-03-14 → 2022-08-30
  Transamerica Financial Advisors, Llc
  Hoffman Estates, IL
  Olathe, KS
• 2015-05-05 → 2017-12-20
  Avantax Advisory Services
  Basehor, KS
• 2012-05-01 → 2013-07-05
  Transamerica Financial Advisors, Llc
  Granite City, IL

Other Businesses

1)VAN CLEAVE REAL ESTATE SERVICES LLC POSITION: Sole member NATURE: Represent buyers and sellers of real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 10/25/2023 ADDRESS: 6850 College Blvd, Overland Park KS 66211, United States DESCRIPTION: Represent sellers of real estate by marketing their property and guide them through the contract period.Represent buyers of real estate by searching for and showing properties for sale for potential buyers and guide them through the contract period. 2) BASEHOR INVESTMENTS LLC; Sole member: Holding company for real estate investments INVESTMENT RELATED: Yes; 1; 1; 11/07/2012; PO Box 222, Basehor KS 66007, Make business decisions regarding entity and properties, communicate with property management company as needed 3) CITY OF BASEHOR; Police Officer: Enforce federal, state, and local criminal and traffic laws by making arrests and issuing summons and warnings, respond to calls for service, prepare written reports, manage property room INVESTMENT RELATED: No; 165; 10; 10/08/1999; 14610 Parallel Rd, Basehor KS 66007, Enforce federal, state, and local criminal and traffic laws by making arrests and issuing summons and warnings, respond to calls for service, prepare written reports, manage property room 4) LEGALSHIELD; Associate: Legal Shield offers monthly memberships to certain free legal services including will preparation; INVESTMENT RELATED: No; 1; 1; 09/12/2022; One Pre-Paid Way, Ada OK 74820; Offer monthly legal services memberships, submit new business to home office, provide membership support to my clients 5) VAN CLEAVE WEALTH MANAGEMENT CHARTERED POSITION: President NATURE: Robert Van Cleave, CPA, Chartered provides tax preparation, payroll services (some through third-party providers), credit card processing through third-party providers, and other non-attest accounting services to individuals and businesses. to offer Avantax services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/26/2017 ADDRESS: 4800 Rainbow Blvd Ste #3, Westwood KS 66205, United States DESCRIPTION: As President and the sole owner, I make business decisions for firm, provide tax, accounting, payroll, and consulting services 6) BOB VAN CLEAVE CHARITABLE TRUST POSITION: Trustee NATURE: Bob Van Cleave Charitable Trust will be a trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2024 ADDRESS: 15531 Crestwood Dr., Basehor KS 66007, United States DESCRIPTION: As the Grantor and Trustee, I will receive and disburse funds to and from the trust bank accounts for charitable purposes. 7)AMKIND LLC POSITION: Manager NATURE: Organization will be a licensed insurance agency offering property and casualty insurance, health insurance policies not offered by Avantax, and legal services memberships. Organization may market other non-investment related services online. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2025 ADDRESS: 4800 Rainbow Blvd Ste #3, Westwood KS 66205, United States DESCRIPTION: Manage the LLC and market the services the LLC offers, which will include writing policies. 8)Sale of Investment Property; Seller on behalf of OBA; I am selling the remaining investment property in Basehor Investments, LLC, 9) NAME OF OTHER BUSINESS: GUARDIAN ANGELS CATHOLIC CHURCH INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING & BOOKKEEPING START DATE: 05/05/2026; POSITION/TITLE/RELATIONSHIP: BOOKKEEPER 2 APX NUMBER OF HRS PER WK: 20 DURING TRADING HRS: 20 DESC OF DUTIES: ACCOUNTING AND BOOKKEEPING FOR THE CHURCH. 10) NAME OF OTHER BUSINESS: VAN CLEAVE CPA CHARTERED INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/1/2026, POSITIOn: PRESIDENT; CPA AND WEALTH ADVISORAPX NUMBER OF HOURS PER WEEK: 40, Trading 12 hrs DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-08-29
• S65 Uniform Investment Adviser Law Examination
  2011-09-10
• S66 Uniform Combined State Law Examination
  2004-08-12

Other Names

• Robert Brink Vancleave
• Robert Brink Van Cleave
• Robert Brink Van Cleave