Christopher Michael Shuba

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

• 04/2016 → Present
  Helios Quantitative Research
  Loomis, CA
• 09/2017 → Present
  Clear Creek Financial Management
  Silverdale, WA

Previous Registrations

• 2014-05-20 → 2016-04-01
  Ameriprise Financial Services, Llc
  Roseville, CA

Other Businesses

Helios Quantitative Research; investment related; CEO; an algorithm based consulting firm; 100% of time spent during trading hours; Start Date 04/2016. Dollar Dollar Dollar, non-investment related, golf application, sports betting technlogy; 0 hours; equity owner, 1/8/19. Pulse360, non-investment related, meeting documentation and storage app, zero hours; investor, 6/9/20.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-20
• S63 Uniform Securities Agent State Law Examination
  1999-10-27