David Leroy Snelson

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

• 07/2004 → 03/2019
  Magic Valley Livestock Feed
  Filer, ID
• 12/2015 → 05/2017
  Signator Investors, Inc.
  Twin Falls, ID
• 05/2017 → Present
  Clear Creek Financial Management, Llc
  Silverdale, WA

Previous Registrations

• 2015-12-28 → 2017-05-25
  Signator Investors, Inc.
  Twin Falls, ID
  Bellevue, WA
• 2013-01-07 → 2015-12-28
  Signator Financial Services, Inc.
  Bellevue, WA
  Twin Falls, ID
• 2010-01-19 → 2012-12-31
  Commonwealth Financial Network
  Twin Falls, ID
• 2008-12-17 → 2010-01-26
  Msi Financial Services, Inc.
  Spokane, WA
  Twin Falls, ID
  Buhl, ID
  Spokane, WA
  Buhl, ID
  Spokane, WA

Other Businesses

1. FIXED INSURANCE SALES; INVESTMENT RELATED. 2. DLS, LLC; MEMBER; REAL ESTATE HOLDING COMPANY; NON-INVESTMENT RELATED. 3. ST. LUKE'S MAGIC VALLEY HEALTH FOUNDATION; DIRECTOR OF 501C3, START 2/2014; 2 HRS/MO, ALL DURING SECURITIES TRADING HOURS; ON PANEL THAT OVERSEE/APPROVE/DISAPPROVE RECOMMENDATIONS BY VARIOUS COMMITTEES; NON-SECURITIES RELATED, NO COMPENSATION. 4. Chairman - Charitable Org at St. Luke's Hospital Foundation 420 West Idaho Street Boise, ID 83702, start 8/23/16, approx 2 hrs mo, 2 hrs trading. 5. Rural Economic Development Committee; Oversees the duties of the Executive Director, approves finances, acts as Board Chair in the absence of the Chairman; Not investment related; start July 2018; Devotes 2-4 hours per month, 1 hour per month during trading. 6. St Luke's Health System; not investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Director on System Board; 1/1/2025; 32 hours per month, 2 hours during trading hours; no compensation 7. St Luke's Health System; not investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Member of the St Luke's Audit, Risk & Compliance Committee; 1/1/2023; 1 hours per month, 0 hours during trading hours; no compensation 8. St Luke's Health System; investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Chairman of the St Luke's Health System Foundation Finance Committee; 10/28/2024; 1 hours per month, 0 hours during trading hours; no compensation 9. St Luke's Health System Foundation Umbrella Board; Board member; Oversees systems foundations; 01/2017; 1 hour per month; no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-13
• S63 Uniform Securities Agent State Law Examination
  2008-05-14