Clayton R. Quamme
AP WEALTH MANAGEMENT
Augusta, GA 30909
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CRD#: 6025155
Professional summary
Clayton Rolf Quamme, CFP® is a registered financial advisor currently at AP WEALTH MANAGEMENT located in Augusta, Georgia.
Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Clayton has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
Clayton Quamme, CFP® has over a decade of experience working as a financial planner, investment advisor, and operations manager. He has focused on working with fee-only firms that allow him to sit “on the same side of the table” as his clients, serving as a fiduciary for his clients. Clayton has also served with the US Army as an Intelligence Officer, both as an active duty and reserve officer. This experience influenced his passion for a disciplined approach when it comes to life goals, financial planning, and investment decisions. Clayton holds the view that wealth is more than just the tangible asset or number we see on a net worth statement. He believes it’s deeper than that. Understanding the numbers is certainly important, but to truly measure wealth, we must consider intangible items like being able to invest time in your family and community, and leaving a worthwhile legacy to future generations.
EDUCATION
Appalachian State University (2007)
B.S./B.A in Economics, Magna Cum Laude
EXPERIENCE
Calvary Wealth, LLC (2013 – 2019)
Financial Planner
US Army Reserve (2012 – Present)
Intelligence Reserve Officer
US Army Active (2007 – 2012)
Intelligence Active Duty Officer
VALIC (2012)
Financial Advisor
CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™(CFP®) (2015 – Present)
COMMUNITY INVOLVEMENT
Estate Planning Council (Member 2013 – Present / Board Member 2018 – Present)
Martha Guy Advisory Board (2015 – Present)
F3 – Fitness, Fellowship and Faith Community Leadership Group (2017 – Present)
Question & Answer
What are your service offerings?
Investment Planning
Life Transitions
Tax Planning
Small Business Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Estate & Generational Planning...
Insurance Related Issues
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
CLAYTON HAS SERVED IN THE US ARMY RESERVES AS AN INTELLIGENCE OFFICER SINCE 2012. THIS IS NOT INVESTMENT-RELATED ACTIVITY. HE SPENDS APPROXIMATELY 20 HOURS PER MONTH ON THIS ACTIVITY, NONE OF WHICH ARE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Clayton Rolf Quamme'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®
Start date: 2015
Experience
Current
April 9, 2019 - Present
AP WEALTH MANAGEMENT
Office #1: 1100 Frazier Drive, Augusta, GA 30909RIA
CRD#: 156417
Augusta, GA
Past
January 5, 2017 - April 4, 2019
CALVARY WEALTH, LLC
RIA
CRD#: 131478
AUGUSTA, GA
Past
April 13, 2012 - January 11, 2013
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ATLANTA, GA
Past
March 8, 2012 - January 11, 2013
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP WEALTH MANAGEMENT
AP WEALTH MANAGEMENT | AP WEALTH MANAGEMENT, LLC
CRD#: 156417 / SEC#: 801-107514
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Georgia
Registered Investment Advisory firm - (3/29/2016 Terminated)South Carolina
Registered Investment Advisory firm - (3/29/2016 Terminated)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
Georgia(4/17/2019)
IAR
South Carolina(4/9/2019)
IAR
Texas(5/7/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AP WEALTH MANAGEMENT
AP WEALTH MANAGEMENT | AP WEALTH MANAGEMENT, LLC
CRD#: 156417 / SEC#: 801-107514
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Georgia
Registered Investment Advisory firm - (3/29/2016 Terminated)South Carolina
Registered Investment Advisory firm - (3/29/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Frazier Drive, Augusta, GA 30909
Mailing Address
Phone number
(706) 364-4281
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 294 |
| AUM (Assets Under Management) | $ 294,000,868 |
Red Flags
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Company Information
AP WEALTH MANAGEMENT
CRD#: 156417Augusta, GA 30909TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
