William T. Harder

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

• 12/2013 → 11/2024
  Lpl Financial, Llc
  Poulsbo, WA
• 12/2013 → 11/2024
  Financial Advocates Investment Management
  Poulsbo, WA
• 11/2024 → Present
  Clear Creek Financial Management, Llc
  Silverdale, WA

Previous Registrations

• 2013-12-11 → 2024-11-13
  Financial Advocates Investment Management
  Olympia, WA
  Poulsbo, WA
• 2009-06-01 → 2013-12-18
  Morgan Stanley
  Silverdale, WA
• 2008-09-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Silverdale, WA

Other Businesses

(1) 07/18/2014: Agamedes Bluebird LLC - Single physician LLC - NOT INV REL - At Reported Business Location(s) - Started 07/01/2014 - Office manager for a single physician locum tenens. My wife is a physician who occasionally practices locum tenens. I help with office, accounting, and financial matters. Our home is her office. There are no other employees. - 1 Hr/Mo; 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-09-19

Designations

• Certified Financial Planner

Other Names

• William T Harder