RV
Robert S. Villines
CETERA INVESTMENT ADVISERS LLC
Tulsa, OK 74135
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CRD#: 5722446
RV
Professional summary
Robert Scott Villines is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tulsa, Oklahoma and CETERA WEALTH SERVICES, LLC located in Tulsa, Oklahoma.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Guardian Disability Insurance 8282 S. Memorial Dr., Suite 106 Tulsa OK 74133 Insurance Agent 3/30/2012 3hrs~3hrs Sell disability insurance. 2) Peterson International Insurance 5800 E Skelly Dr, Suite 603 Tulsa OK 74135 Insurance Agent 9/20/2016 5hrs~5hrs Selling disability insurance to people who are otherwise uninsurable through carriers available through Avantax Insurance Agency. 3) Villines Wealth Management, LLC 5800 E. Skelly Dr , Ste 603 Tulsa OK 74135 Other Owner 10/9/2015 160hrs~130hrs Meet with clients, manage investments, sell insurance, create/maintain financial plans, search for new clients, provide services to small businesses to support their retirement plans. 4) SHARING OFFICE SPACE POSITION: Landlord NATURE: Cochran Bell (Avantax FP Firm) rents office space from me for their assistant, Melissa Downing. We provide a workspace with internet access, and a secure VPN to the Cochran Bell office. The internet LAN is separate from our LAN, so they do not have access to our computers/servers/printers, and we do not have access to theirs. Our electronic files are password protected, and our paper files and networking equipment is kept behind locked doors to which Cochran Bell and Melissa do not have a key. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 5800 E Skelly Dr, Suite 721, Tulsa OK 74135, United States DESCRIPTION: I sublease one office in my suite to Cochran Bell. I do not do any work for them, and they do not do any work for me. 6)BELLVILL HOLDINGS, LLC POSITION: Managing Member NATURE: Holding company to invest in the GC Three Holdings Equity offering (Avantax holding company). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2024 ADDRESS: 5800 E Skelly Dr, Suite 721, Tulsa OK 74135, United States DESCRIPTION: Investor only 7)Professional Musician; Independent Contractor; Musician.; NIR; 0; 08/22/2018; 4752 S 167th East Pl Tulsa OK 74134; Perform live music. 8) SSAK HOLDINGS, LLC POSITION: Owner NATURE: Real estate holding company. I established this LLC to acquire a building, and will be leasing the building to Villines Wealth Management, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2025 ADDRESS: 4752 S 167th East Pl, Tulsa OK 74134, United States DESCRIPTION: Owner/manager.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Scott Villines's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 21, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5800 E Skelly Dr Suite 721, Tulsa, OK 74135RIA
CRD#: 105644
Tulsa, OK
Current
July 21, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5800 E. Skelly Dr Suite 721, Tulsa, OK 74135Office #2: 5800 E. Skelly Dr Suite 721, Tulsa, OK 74135BD
CRD#: 13572
Tulsa, OK
Past
March 15, 2010 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Tulsa, OK
Past
November 17, 2009 - September 8, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Tulsa, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/21/2025)
RR
Arkansas(7/21/2025)
RR
California(7/21/2025)
RR
Colorado(9/18/2025)
RR
Florida(9/18/2025)
RR
Georgia(9/18/2025)
RR
Illinois(9/18/2025)
RR
Indiana(7/21/2025)
RR
Kentucky(9/18/2025)
RR
Missouri(7/21/2025)
RR
Nevada(9/8/2025)
RR
Oklahoma(7/21/2025)
IAR
Oklahoma(7/21/2025)
RR
Texas(7/21/2025)
IAR
Texas(7/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Tulsa, OK 74135TRUST BUT VERIFY
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