Curtis Clegg

Employer firm

Ama Financial Planning LLC CRD 334069

10 advisory clients

Reported services (Item 5G)

• Financial planning

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

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

Current Employers

Employment History

• 01/2006 → 12/2018
  Jackson National Life Distributors
  Denver, CO
• 12/2018 → 01/2021
  Jackson National Life Distributors Llc
  Franklin, TN
• 04/2021 → 12/2024
  Silver Oak Securities, Inc.
  Jackson, TN
• 03/2021 → Present
  Ama Financial Partners
  Superior, CO

Previous Registrations

• 2021-06-01 → 2024-12-31
  Silver Oak Securities, Incorporated
  Louisville, CO
  Jackson, TN
  Jackson, TN
  Louisville, CO
  Knoxville, TN

Other Businesses

1) AMA Financial Partners LLC, Address: 357 McCaslin Blvd, #200, Louisville, CO, 80027, United States; Business Nature, Auto/Home insurance broker, not investment related, Hrs Per Month 80, Hrs Per Month during trading hours 3, Start date 2021-05-24, Position Held Owner, Compensation Type Commission, Business Duty Description auto/home/life insurance independent broker, duties include quoting new policies, servicing clients, explaning coverages.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-31

Designations

• Certified Financial Planner

Other Names

• Curt Allen Clegg