Inactive

Matthew H Koehler

Clear Creek Financial Management, LLC

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Current Employers

Clear Creek Financial Management, Llc

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2026-05-08

ID RA
APPROVED

Since 2026-05-08

Branch Locations

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

Boise, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Burks Wealth Management	Nampa	ID	08/2013	05/2026
Clear Creek Financial Management, Llc	Boise	ID	05/2026	Present

08/2013 → 05/2026

Burks Wealth Management

Nampa, ID
05/2026 → Present

Clear Creek Financial Management, Llc

Boise, ID

Previous Registrations

2014-04-09 → 2026-06-05

Mustard Seed Financial

Meridian, ID
2012-05-30 → 2013-08-01

Desert Rose Capital Management, Inc.

Meridian, ID
2011-11-03 → 2012-06-14

Morgan Stanley

Boise, ID

Boise, ID

Other Businesses

INSURANCE SALES

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-01
S63	Uniform Securities Agent State Law Examination	2010-10-19

S66 Uniform Combined State Law Examination

2011-11-01
S63 Uniform Securities Agent State Law Examination

2010-10-19

Other Names

Matthew Hardy Koehler

View on SEC IAPD

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