Bryan Jeffrey Clegg

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 06/2022
  Ameriprise Financial Services, Inc.
  Austin, TX
• 06/2022 → 09/2025
  Avantax Investment Services, Inc.
  Giddings, TX
• 06/2022 → 09/2025
  Avantax Advisory Services
  Giddings, TX
• 06/2022 → 09/2025
  Avantax Insurance Agency, Llc
  Giddings, TX
• 06/2022 → 11/2024
  Alliance Wealth Strategies Llc
  Giddings, TX
• 06/2022 → Present
  Clegg Wealth Strategies Llc
  Giddings, TX
• 10/2024 → Present
  Dauntless Wealth Management Llc
  Austin, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Austin, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-06-24 → 2025-09-05
  Avantax Advisory Services
  Giddings, TX
  Round Rock, TX
  Austin, TX
  Dallas, TX
  Cypress, TX
  West Lake, TX
• 2013-09-27 → 2022-06-27
  Ameriprise Financial Services, Llc
  Austin, TX
• 2007-03-26 → 2013-09-30
  Edward Jones
  St Louis, MO
  Austin, TX

Other Businesses

1) CLEGG WEALTH STRATEGIES LLC; POSITION: Member NATURE: Independent financial advisor with Avantax Wealth Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 06/24/2022; ADDRESS: 321 N Main St, PO Box 1158, Giddings TX 78942, United States; DESCRIPTION: Financial Advisor- financial planning, investing, insurance, annuities, alternative investments, retirement plans. Investment products sold will be through Avantax Affiliation. 2) DAUNTLESS WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Wealth Management Firm. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/04/2024 ADDRESS: 13809 Research Blvd, Suite 500, Austin TX 78750, United States DESCRIPTION: Owner, operator, financial advisor, financial planner, insurance sales, annuity sales.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-09

Designations

• Certified Financial Planner