Curtis Clegg
Curtis Clegg is a CFP-designated registered investment advisor at Ama Financial Planning LLC, based in Louisville, CO, with 20 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
AMA Financial Planning charges $250 per hour for financial planning services. A deposit of $250 is required to begin work, and balances are due upon delivery of the plan or advice. Example projects, such as retirement planning, typically cost less than $2,500.
Location
357 Mccaslin Blvd, #200, Louisville, CO, 80027
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Curtis is an owner of AMA Financial Partners LLC, an auto/home/life insurance brokerage, since 2021. He dedicates about half his time to quoting new policies, servicing clients, and explaining coverages, with minimal time spent during trading hours.
Employment History
Current Registrations
Ama Financial Planning LLC
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Jackson National Life Distributors LLCBroker
Country Capital Management CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.