Bryan Clegg is a CFP-designated registered investment advisor, based in Austin, TX, with 19 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13809 Research Blvd, Suite 500, Austin, TX, 78750
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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
Bryan is an independent financial advisor with Avantax Wealth Management and owns Dauntless Wealth Management LLC, spending about half his time and nearly full-time, respectively, on these activities. He also works as an insurance agent through Avantax Insurance and sells fixed index annuities, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations13 states
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.
Exams
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