Curtis Clegg

AMA FINANCIAL PLANNING LLC

LOUISVILLE, CO 80027

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CRD#: 4905457

Professional summary

Curtis Clegg, CFP®, who also goes by Curt Allen Clegg, is a registered financial advisor currently at AMA FINANCIAL PLANNING LLC located in Louisville, Colorado.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Curtis has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curt Allen Clegg

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) AMA Financial Partners LLC, Address: 357 McCaslin Blvd, #200, Louisville, CO, 80027, United States; Business Nature, Auto/Home insurance broker, not investment related, Hrs Per Month 80, Hrs Per Month during trading hours 3, Start date 2021-05-24, Position Held Owner, Compensation Type Commission, Business Duty Description auto/home/life insurance independent broker, duties include quoting new policies, servicing clients, explaning coverages.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Clegg'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 28, 2025 - Present

AMA FINANCIAL PLANNING LLC

Office #1: 357 Mccaslin Blvd #200, Louisville, CO 80027

RIA

CRD#: 334069

LOUISVILLE, CO

Past

June 1, 2021 - December 31, 2024

SILVER OAK SECURITIES, INCORPORATED

RIA

CRD#: 46947

Louisville, CO

Past

June 1, 2021 - December 31, 2024

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

Louisville, CO

Past

January 23, 2006 - January 7, 2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

Past

January 28, 2005 - January 30, 2006

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

BLOOMINGTON, IL

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/31/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMA FINANCIAL PLANNING LLC

CRD#: 334069 / SEC#:

Colorado

Registered Investment Advisory firm - (1/28/2025 Approved)

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Contact information

Main Address

357 Mccaslin Blvd #200, Louisville, CO 80027

Mailing Address

Phone number

(720) 647-6501

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Curtis Clegg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Clegg's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMA FINANCIAL PLANNING LLC

SILVER OAK SECURITIES, INCORPORATED

SILVER OAK SECURITIES, INCORPORATED

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 1/31/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/2/2007

Series 6

Date: 1/27/2005

Current Firm

AMA FINANCIAL PLANNING LLC

Contact information

Documents

Red Flags

Company Information

AMA FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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