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Curt Clegg

AMA Financial Partners

357 McCaslin blvd #200

Louisville, CO 80027

720-647-6501

Hard work and honesty never go out of style!

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.

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

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

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 63, Series 6, Series 7

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

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

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