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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 attended the University of Colorado Boulder. Having spent 15+ years working with successful financial advisors throughout the country he decided to move home and start AMA Financial Partners. Residing in Superior, CO with his wife Nancy and two children Colin and Lauren.


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:   Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning

Services

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

Qualifications & Memberships

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

Compensation and Fees

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

Education

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

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Disclosures

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

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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