Curt Clegg

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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.

See Disclosures

General Information

No. of Employees

CRD#

4905457

Firm CRD#

334069

Insurance License#

236318

States Licensed in

CO, TN, TX

Years of Experience in Financial Services

Work Experience

16 years experience focused and retirement planning and investments.

Work with the following types of clients

Individual Investors

Advisory Services Provided

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

Compliance

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 6, Series 7, Series 63

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
08/01/1999 -05/01/2003

Disclosures

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

www.finra.org www.sipc.org

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890329/paladinregistry-AMA-Financial-Planning-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

AMA Financial Planning