Stephen Russell Coupe

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

• 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
  Clear Creek Financial Management, Llc
  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

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