William Howard Cleavelin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1977 → Present
  Cleaverlin & Company Cpas
  Corpus Christi, TX
• 09/1987 → 09/2025
  Avantax Investment Services, Inc.
  Corpus Christi, TX
• 03/1997 → 09/2025
  Avantax Insurance Agency, Llc
  Corpus Christi, TX
• 09/2022 → 09/2025
  Avantax Advisory Services
  Corpus Christi, TX
• 01/1997 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Corpus Christi, TX
• 01/1997 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Corpus Christi, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Corpus Christi, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-09-13 → 2025-09-05
  Avantax Advisory Services
  Corpus Christi, TX
  Dallas, TX
  Corpus Christi, TX
• 1997-03-06 → 2014-05-22
  Avantax Advisory Services
  Corpus Christi, TX

Other Businesses

1) William H. Cleavelin CPA; 410 So Padre island Dr, Suite 101, Corpus Christi, TX 78405; Accounting Tax Preparation/Accounting; 7/1/1977; 173hrs; 126hrs; Practice management, tax return preparation and accounting processing and review

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-11

Designations

• Certified Financial Planner

Other Names

• Bill Cleavelin
• William Howard Cleavelin