Benjamin James Warren

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

• 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
• 2006-01-30 → 2014-04-28
  Thrivent Investment Management Inc.
  Prairie Village, KS
  Silverdale, WA
  Silverdale, WA

Other Businesses

Clear Creek RE Holdings - Not investment related - 9361 Bay Shore Dr NW, Silverdale, WA 98383 - Ownership of our office building - 0 hours

Exams

• S66 Uniform Combined State Law Examination
  2006-01-26
• S63 Uniform Securities Agent State Law Examination
  2005-07-02

Designations

• Certified Financial Planner

Other Names

• Ben Warren