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Current Employers
Clear Creek Financial Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-10-27
  • ID RA
    APPROVED
    Since 2022-10-27

Branch Locations

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

1120 S Rackham Way Suite 300, Meridian, ID 83642 • 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
Thrivent Investment Management Inc Meridian ID 03/2014 04/2020
Thrivent Financial Appleton WI 07/2014 04/2020
Tree City Advisors, Llc. Boise ID 04/2020 10/2022
Clear Creek Financial Management, Llc Dba Ironstone Financial Silverdale WA 10/2022 Present
  • 03/2014 → 04/2020
    Meridian, ID
  • 07/2014 → 04/2020
    Thrivent Financial
    Appleton, WI
  • 04/2020 → 10/2022
    Tree City Advisors, Llc.
    Boise, ID
  • 10/2022 → Present
    Clear Creek Financial Management, Llc Dba Ironstone Financial
    Silverdale, WA
Previous Registrations
  • 2020-04-16 → 2022-11-01
    Tree City Advisors, Llc
    Boise, ID
  • 2015-05-14 → 2020-04-14
    Spokane, WA
    Meridian, ID
    Boise, ID
    Meridian, ID
    Boise, ID
Other Businesses

MADE FOR LACEY POSITION: OWNER NATURE: THIS IS A HOBBY. I MAKE STONE JEWELRY TO SELL. I SELL AROUND 60 PIECES DURING THE CHRISTMAS SEASON AND LESS 20 THROUGH THE REST OF THE YEAR. INVESTMENT RELATED: NO. NUMBER OF HOURS: 4. SECURITIES TRADING HOURS: 0. START DATE: 12/02/2012 ADDRESS: 7254 GILLIS DR., BOISE ID 83714 DESCRIPTION: I MAKE THE JEWELRY AND SELL THE JEWELRY.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-13
S63 Uniform Securities Agent State Law Examination 2014-05-07
  • S66 Uniform Combined State Law Examination
    2015-05-13
  • S63 Uniform Securities Agent State Law Examination
    2014-05-07

View on SEC IAPD

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