AeroLeads people directory · profile
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® Email & Phone Number
Financial Advisor
at
Dauntless Wealth Management, LLC
1 work email found
@awsplanning.com
5 phones found area 510
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Austin, Texas, United States
Company size
Who is Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® is listed as Financial Advisor at Dauntless Wealth Management, LLC, a company with 6 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at awsplanning.com, phone signal with area code 510, and a matched LinkedIn profile for Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®.
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® previously worked as Financial Advisor at Alliance Wealth Strategies, Llc and Financial Advisor at Ameriprise Financial Services, Inc.. Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® holds Bsba In Finance from University Of Central Florida - College Of Business Administration.
Company email context
Email format at Dauntless Wealth Management, LLC
This section adds company-level context without repeating Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®'s masked contact details.
*@awsplanning.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®. Compare company email patterns before reaching out.
Profile bio
About Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®
My approach:Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.Areas of focus:Retirement Income StrategiesExecutive Compensation and Benefit StrategiesTax Planning StrategiesRetirement Planning StrategiesInterests:My lovely wife and our children keep my life balanced and full. Outside of work, they keep me pretty busy through school activities, sailing, scuba diving, and having friends over for cookouts by the pool. I also fill time with Bible study, volunteering, and being active in our church.Please visit https://www.ameriprise.com/social for important rules anddisclosures about how you and I can interact on social media.AR Insurance Licence #9513107
Current workplace
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Dauntless Wealth Management, Llc
7 roles
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Alliance Wealth Strategies, Llc
Jun 2022 - Present
Financial Advisor
Sep 2013 - Jun 2022
Financial Advisor
Jan 2007 - Sep 2013
Manager Of Contracts, Compliance And Administration
Jan 2004 - Dec 2006
Machinist Mate (Mm2/Ss)
Sep 1996 - Sep 2002
Philmont Scout Ranch Staff
Jun 1996 - Aug 1996
4 education records
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® education
Certified Financial Planner™ - Cfp®
Chartered Retirement Planning Counselor - Crpc®
Accredited Asset Management Specialist - Aams®
FAQ
Frequently asked questions about Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®
Quick answers generated from the profile data available on this page.
What company does Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® work for?
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® works for Dauntless Wealth Management, LLC.
What is Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®'s role at Dauntless Wealth Management, LLC?
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® is listed as Financial Advisor at Dauntless Wealth Management, LLC.
What is Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®'s email address?
AeroLeads has found 1 work email signal at @awsplanning.com for Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® at Dauntless Wealth Management, LLC.
What is Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 510 for Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® at Dauntless Wealth Management, LLC.
Where is Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® based?
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® is based in Austin, Texas, United States while working with Dauntless Wealth Management, LLC.
What companies has Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® worked for?
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® has worked for Dauntless Wealth Management, Llc, Alliance Wealth Strategies, Llc, Ameriprise Financial Services, Inc., Edward Jones, and Enterprise Florida.
How can I contact Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ®?
You can use AeroLeads to view verified contact signals for Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® at Dauntless Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® attend?
Bryan Clegg, Cfp®, Crpc®, Aams®, Bfa ® holds Bsba In Finance from University Of Central Florida - College Of Business Administration.
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