Bruno Melo Marques

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:

Current Employers

Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2016-08-12

ID RA
APPROVED

Since 2016-08-12

Branch Locations

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

1120 S Rockham Way, Ste 300, Meridian, ID 83642 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Clear Creek Financial Management	Silverdale	WA	07/2016	Present

07/2016 → Present

Clear Creek Financial Management

Silverdale, WA

Previous Registrations

2003-12-16 → 2016-05-23

Ameriprise Financial Services, Llc

Boise, ID

Boise, ID

Boise, ID

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-12-15

S66 Uniform Combined State Law Examination

2003-12-15

Designations

Certified Financial Planner

View on SEC IAPD