Joseph John Gates

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	2017-09-22
TX	RA	APPROVED_RES	2017-09-22

ID RA
APPROVED

Since 2017-09-22
TX RA
APPROVED_RES

Since 2017-09-22

Branch Locations

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

Boise, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Clear Creek Financial Management, Llc	Silverdale	WA	04/2014	Present

04/2014 → Present

Clear Creek Financial Management, Llc

Silverdale, WA

Previous Registrations

2017-02-22 → 2018-05-22

Evergreen Wealth Management Services, Inc.

Silverdale, WA

Mill Creek, WA
2008-03-26 → 2014-04-28

Thrivent Investment Management Inc.

Puyallup, WA

Silverdale, WA

Bellevue, WA

Other Businesses

Stack Rock Coffee, LLC - Not investment related - 7093 W Ring Perch Ct, Boise, ID 83709 - Owner - Reselling Coffee - 4 hours/week - 0 hours during securities trading hours. Clear Creek RE Holdings - Not investment related - 9361 Bay Shore Dr NW, Silverdale, WA 98383 - Ownership of our office building - 0 hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-24

S66 Uniform Combined State Law Examination

2008-03-24

View on SEC IAPD