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Evan Murphy Keech

Clear Creek Financial Management, LLC

Redmond, WA

Silverdale, WA

CRD 7446029

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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

AuthorityCategoryStatusDate
WA RA APPROVED 2021-09-24
  • WA RA
    APPROVED
    Since 2021-09-24

Branch Locations

22030 Ne 73Rd St, Redmond, WA 98053 • United States

9361 Bayshore Drive Nw, Silverdale, WA 98383 • 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
OrganizationCityStateFromTo
Cardiac Dimensions, Inc Kirkland WA 10/2006 09/2016
Alitheon, Inc Bellevue WA 09/2016 09/2021
Clear Creek Financial Management, Llc Silverdale WA 09/2021 Present
Other Businesses

TFP Holdings; not investment related; 3/31/21; Passive real estate investor; no compensation; no time involved Kaperra Capital, LLC; 9/7/2021; LLC that receives payment from Ascent; 1 hour per year

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-10
  • S65 Uniform Investment Adviser Law Examination
    2021-07-10

View on SEC IAPD

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