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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 2020-05-18
  • WA RA
    APPROVED
    Since 2020-05-18

Branch Locations

Bremerton, WA • United States

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

Silverdale, WA • United States

Disclosures

1 disclosure category 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 No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Silverdale WA 08/2012 05/2020
Various Insurance Carriers For W&R Insurance Agencies Silverdale WA 08/2012 05/2020
Jason Skifstad/Rental Properties Silverdale WA 01/2000 Present
Clear Creek Financial Management Silverdale WA 05/2020 Present
  • 08/2012 → 05/2020
    Waddell & Reed, Inc
    Silverdale, WA
  • 08/2012 → 05/2020
    Various Insurance Carriers For W&R Insurance Agencies
    Silverdale, WA
  • 01/2000 → Present
    Jason Skifstad/Rental Properties
    Silverdale, WA
  • 05/2020 → Present
    Clear Creek Financial Management
    Silverdale, WA
Previous Registrations
  • 2012-08-06 → 2020-05-05
    Waddell & Reed
    Silverdale, WA
    Seattle, WA
    Seattle, WA
    Silverdale, WA
  • 2009-01-14 → 2012-07-02
    Silverdale, WA
    Silverdale, WA
    Silverdale, WA
    St Louis, MO
Other Businesses

01/2000-PRESENT, JASON SKIFSTAD/RENTAL PROPERTIES, SILVERDALE, WA, RENTAL PROPERTY, NOT INVEST-RELATED, OWNER/LANDLORD, 5 HRS/MO, 0 HRS/DAY DURING SEC TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-02
  • S66 Uniform Combined State Law Examination
    2009-01-02

View on SEC IAPD

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