Stephen Daunt Dunne

Employer firm

Clear Creek Financial Management, LLC CRD 170602

$1.86B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 10/2014 → 12/2019
  Willamette Financial Advisors, Llc
  Lake Oswego, OR
• 01/2015 → 12/2016
  Centaurus Financial, Inc.
  Anaheim, CA
• 12/2019 → Present
  Clear Creek Financial Management
  Silverdale, WA

Previous Registrations

• 2015-01-07 → 2019-12-20
  Willamette Financial Advisors, Llc
  Portland, OR
• 2005-11-01 → 2014-12-31
  Osaic Services, Inc.
  Lake Oswego, OR
• 2004-06-07 → 2004-12-31
  Transamerica Financial Advisors, Llc
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2003-05-12
• S63 Uniform Securities Agent State Law Examination
  1999-08-30

Designations

• Certified Financial Planner

Other Names

• Steve Dunne