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Stephen Russell Coupe

Clear Creek Financial Management, LLC

Silverdale, WA

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Current Employers
Clear Creek Financial Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-10-02
  • WA RA
    APPROVED
    Since 2018-10-02

Branch Locations

9414 Ridgetop Blvd #103, Silverdale, WA 98383 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
First Allied Securities, Inc. San Diego CA 12/2008 04/2017
First Allied Advisory Services, Inc. Chesterfield MO 07/2012 04/2017
Clear Creek Financial Management, Llc Silverdale WA 08/2018 Present
N/A Poulsbo WA 04/2017 08/2018
  • 12/2008 → 04/2017
    First Allied Securities, Inc.
    San Diego, CA
  • 07/2012 → 04/2017
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 08/2018 → Present
    Silverdale, WA
  • 04/2017 → 08/2018
    N/A
    Poulsbo, WA
Previous Registrations
  • 2012-07-02 → 2017-04-19
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Silverdale, WA
  • 2008-12-09 → 2012-07-02
    First Allied Securities, Inc.
    Red Bank, NJ
    Silverdale, WA
    San Diego, CA
  • 2006-07-28 → 2008-12-09
    First Montauk Securities Corp.
    Silverdale, WA
    Port Orchard, WA
    Port Townsend, WA
    Red Bank, NJ
  • 2007-05-24 → 2008-10-22
    Pacific Northwest Asset Management, Inc.
    Silverdale, WA
Other Businesses

1)COUPE INSURANCE & FINANCIAL CORP.; OWNER; HOLDING COMPANY OR SUB-S CORP; START DATE: 11/1/1996 2.)CLEAR CREEK GROUP, LLC REAL ESTATE (AGENT) 4 HOURS PER MONTH 02/01/2015 4.) CENTRAL VALLEY PROPERTIES LLC PARTNER REAL ESTATE (AGENT) 4 HOURS PER MONTH 01/01/2014 5.) SILVER BULLET FLOORING LLC PARTNER REAL ESTATE (RENTAL) 4 HOURS PER MONTH 01/01/2014 6.) COPPER PROPERTIES LLC; PARTNER; REAL ESTATE; START DATE 1/1/2008; 4 HOURS PER MONTH. 8)Guaranteed Rate Affinity; Investment related; 4550 Newberry Hill Rd NW, Suite 102, Silverdale WA 98312; Loan Consultant; start date of 8/29/2025; Spend approx 30 hours per month during trading hours on this activity; Consult with clients regarding home loans.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-21
S63 Uniform Securities Agent State Law Examination 1990-07-12
  • S65 Uniform Investment Adviser Law Examination
    2006-11-21
  • S63 Uniform Securities Agent State Law Examination
    1990-07-12

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