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Clear Creek Financial Management, LLC CRD 170602
$1.86B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-10-22 |
Branch Locations
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
1739 S Jade Way, Ste 100, Meridian, ID 83642 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 06/2009 | 11/2020 |
| Securities America, Inc. | Meridian | ID | 11/2020 | 10/2021 |
| Securities America Advisors, Inc. | Meridian | ID | 11/2020 | 10/2021 |
| Arbor Point Advisors | Meridian | ID | 11/2020 | 10/2021 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 10/2021 | Present |
IDAHO WOMEN'S FINANCIAL CONFERENCE INC/SMART WOMEN SMART MONEY (SAVVY WOMEN & MONEY) -INVESTMENT RELATED - PO BOX 1857, BOISE, ID 83701 - EDUCATE WOMEN IN ALL MATTERS INVOLVING MONEY - BOARD MEMBER (TREASURER) - 2012 - 2 HRS/MO, 0 HRS/MO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-02 |
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