Oliver Grimard

Employer firm

Clear Creek Financial Management, LLC CRD 170602

$1.86B regulatory AUM 10 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Clear Creek Financial Management, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-07-22

FL RA
APPROVED

Since 2022-07-22

Branch Locations

Fort Lauderdale, FL • United States

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

Organization	City	State	From	To
Aqua Science	Columbus	OH	05/2017	04/2019
Grow Holdings, Llc	Fort Lauderdale	FL	04/2019	Present
Student	Columbus	OH	08/2010	05/2017

05/2017 → 04/2019

Aqua Science

Columbus, OH
04/2019 → Present

Grow Holdings, Llc

Fort Lauderdale, FL
08/2010 → 05/2017

Student

Columbus, OH

Other Businesses

Life Insurance sales, Investment related, 220 SE 2nd Street #2011, life insurance sales to clients, broker, 07/2022, 10 hours per week, 5 hours during trading, sell non-variable life insurance to clients to meet client needs.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-23

S65 Uniform Investment Adviser Law Examination

2022-06-23

View on SEC IAPD