Best Investors Account Sign in
Current Employers
Clear Creek Financial Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-03-08
  • WA RA
    APPROVED
    Since 2019-03-08

Branch Locations

9361 Bayshore Drive Nw, Silverdale, WA 98383 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Kingston WA 02/2015 01/2017
Waddell & Reed Inc. Silverdale WA 01/2017 02/2019
Various Insurance Carriers For W&R Insurance Agencies Bainbridge Island WA 01/2017 02/2019
Olympic College Foundation Bremerton WA 09/2014 Present
Beta Theta Pi Oxford OH 01/2012 01/2018
Ameriprise Kingston WA 02/2015 01/2017
Ameriprise Financial Services Inc. Kingston WA 02/2015 01/2017
Clear Creek Financial Management, Llc Silverdale WA 03/2019 Present
Wileybaird Bainbridge Island WA 06/2021 01/2025
  • 02/2015 → 01/2017
    Ameriprise Financial Services, Inc.
    Kingston, WA
  • 01/2017 → 02/2019
    Waddell & Reed Inc.
    Silverdale, WA
  • 01/2017 → 02/2019
    Various Insurance Carriers For W&R Insurance Agencies
    Bainbridge Island, WA
  • 09/2014 → Present
    Olympic College Foundation
    Bremerton, WA
  • 01/2012 → 01/2018
    Beta Theta Pi
    Oxford, OH
  • 02/2015 → 01/2017
    Ameriprise
    Kingston, WA
  • 02/2015 → 01/2017
    Ameriprise Financial Services Inc.
    Kingston, WA
  • 03/2019 → Present
    Silverdale, WA
  • 06/2021 → 01/2025
    Wileybaird
    Bainbridge Island, WA
Previous Registrations
Other Businesses

Dental AI; not investment-related; 9361 Bay Shore Dr NW Silverdale WA 98383; Dental AI Provide certified AI Database information and devices related to the information to companies; CEO all operations and activities related to the company; Sep 18 2024; 4 hours per month, none during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-29
  • S66 Uniform Combined State Law Examination
    2010-10-29

View on SEC IAPD

More in Silverdale, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor