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Curt Clegg, CFP®
AMA Financial Partners

Tel: 720-647-6501
357 McCaslin blvd
#200
Louisville, CO 80027
AMA Financial Partners | Financial Advisor in Louisville ,CO

Hard work and honesty never go out of style!


About Curt Clegg

Curt grew up in Northern Colorado and graduated from the University of Colorado Boulder. After a decade plus in corporate financial services Curt saw the importance of independent advice and created a firm to help optimize your household financial picture. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren you will find him on the youth sports field cheering/coaching his children or at one of the many sporting events/concerts throughout the Denver metro area.


About AMA Financial Partners

There are a million options to choose from when it comes to your money. We help you design, UNDERSTAND, and implement a tailored solution to help you reach your goals. As an independent financial advisor, we give you many ways to work with us. We work with our ideal client and analyze their complete financial picture and educate them not only on ways to improve but also get the best value for services.

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General Information

Insurance License#:   236318
Name of Broker/Dealer:   Silver Oak Securities
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   CO, TN, TX
Work Experience:   16 years experience focused and retirement planning and investments.
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities, Financial Planning, 401K Rollovers, Retirement Planning, Portfolio Management

Services

Investment Types:   Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance
Can meet clients in the following ways:   Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Property, Casualty, Annuity, Variable Annuity, Life

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:   .5% - 1.0%

Education

Bachelors  - Business (Finance and Marketing)   University of Colorado  - Boulder
08/01/1999-05/01/2003

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. AMA Financial Partners and Silver Oak Securities are not affiliated. www.finra.org www.sipc.org

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890329/wiseradvisor-ama-financial-partners-detailed-disclosure.html

Compliance

Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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