Eric Allen Woodraska

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

• 08/2022 → 05/2023
  Harborside Sales Group, Llc
  Denver, CO
• 08/2022 → 05/2023
  Foreside Fund Services, Llc
  Denver, CO
• 07/2021 → 08/2022
  Lokation Real Estate
  Lakewood, CO
• 10/2018 → 07/2021
  Hancock Whitney
  Houston, TX
• 10/2015 → 10/2018
  American National Insurance Company
  League City, TX
• 08/2023 → Present
  Clear Creek Financial Management, Llc
  Silverdale, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-27

Designations

• Chartered Financial Analyst

Other Names

• Eric Allen Woodraska
• Eric Woodraska