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Clear Creek Financial Management, LLC CRD 170602
$1.86B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-03-06 |
Branch Locations
9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States
1120 S Rackham Way, Suite 300, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boise | ID | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 08/2018 |
| Thrivent Investment Management Inc | Meridian | ID | 12/2018 | 03/2023 |
| Wells Fargo - Severance | Boise | ID | 08/2018 | 10/2018 |
| Synergy Business Solutions | Meridian | ID | 10/2018 | 12/2018 |
| Thrivent Financial | Appleton | WI | 01/2019 | 03/2019 |
| Thrivent Financial | Appleton | WI | 03/2019 | 03/2023 |
| Clear Creek Financial Management, Llc | Silverdale | WA | 03/2023 | Present |
Michaelson Group; Investment related; office address; Financial consulting; Owner; 1 2022; 15 hours per month; 1-2 hours during trading hours; financial consulting clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-04 |
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