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Current Employers
Ama Financial Planning Llc

357 Mccaslin Blvd #200, Louisville, CO 80027 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

357 Mccaslin Blvd #200, Louisville, CO 80027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson National Life Distributors Denver CO 01/2006 12/2018
Jackson National Life Distributors Llc Franklin TN 12/2018 01/2021
Silver Oak Securities, Inc. Jackson TN 04/2021 12/2024
Ama Financial Partners Superior CO 03/2021 Present
  • 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
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-31
  • S63 Uniform Securities Agent State Law Examination
    2005-01-31
Designations
Other Names
  • Curt Allen Clegg

View on SEC IAPD

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