Menu
Menu
Curt + Clegg - Financial Advisor in Louisville, CO

Paladin Research Report For:

Curt Clegg

AMA Financial Partners

CFP®
357 McCaslin blvd
#200
Louisville, CO 80027
720-647-6501
Visit Website
https://www.amafpins.com

About Curt Clegg

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.

See Disclosures

General Information

Firm Start Year
CRD#
  • 4905457
Firm CRD#
  • 46947
Insurance License#
  • 236318
Name of Broker/Dealer
  • Silver Oak Securities
Name of Custodial Firm
  • TD Ameritrade
States Licensed in
  • CO, TN, TX
Years of Experience in Financial Services
  • 16
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

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

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 7, Series 63, Series 6
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
    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.

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.paladinregistry.com/disclosure/1890329/paladinregistry-ama-financial-partners-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.