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9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-07-31 |
Branch Locations
7500 E Arapahoe Rd, Ste 382, Centennial, CO 80112 • United States
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2006 | 07/2019 |
| Northwestern Mutual Investment Services, Llc | Phoenix | AZ | 07/2006 | 07/2019 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 07/2019 | Present |
1. 100% OWNER, TRAVERSE GROUP, LLC, LEGAL ENTITY, START DATE: 03/26/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ENTITY WAS FORMED TO EMPLOY CURRENT (AND FUTURE) STAFF AND RESPONSIBILITIES WILL BE MANAGING STAFF AND DO FINANCIAL PLANS FOR CLIENTS. 2. Co-trustee of The Schiffman Family Living Trust. 3. Traverse Planning - Tax Prep, 6/1/2024, not investement related, 20-30 hours per month during tax season, 5 hrs per month during rest of year, 1 hour a day during trading hours, helping customers prepare tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-01 |
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