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Steven Jay Silver

Clear Creek Financial Management, LLC

Silverdale, WA

Lake Oswego, OR

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Current Employers
Clear Creek Financial Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2020-04-01
  • OR RA
    APPROVED
    Since 2020-04-01

Branch Locations

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

5200 Sw Meadows Road, Suite 150, Lake Oswego, OR 97035 • 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
Various Insurance Carriers For W&R Insurance Agencies Tigard OR 02/2010 Present
Lifetime Wealth Strategies Portland OR 04/2012 03/2020
Willamette Financial Advisors, Llc Lake Oswego OR 01/2015 03/2020
Centaurus Financial, Inc. Lake Oswego OR 01/2015 03/2020
Clear Creek Financial Management, Llc Silverdale WA 03/2020 Present
Previous Registrations
  • 2015-01-07 → 2020-04-06
    Willamette Financial Advisors, Llc
    Portland, OR
  • 2015-01-02 → 2017-12-31
    Centaurus Financial, Inc.
    Lake Oswego, OR
  • 2013-04-23 → 2014-12-31
    Osaic Services, Inc.
    Lake Oswego, OR
    Scottsdale, AZ
    Lake Oswego, OR
  • 2012-02-06 → 2013-04-11
    Voya Financial Advisors, Inc.
    Clackamas, OR
    Portland, OR
    Clackamas, OR
    Portland, OR
  • 2010-01-29 → 2011-10-03
    Waddell & Reed
    Seattle, WA
    Memphis, TN
  • 2009-01-21 → 2010-02-08
    Advantage Investment Management, Llc
    Cordova, TN
  • 2004-04-21 → 2010-01-28
    National Planning Corporation
    Cordova, TN
    Cordova, TN
  • 2004-02-06 → 2008-12-31
    Wealth Strategies Advisory Group, Inc.
    Memphis, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-11-24
  • S63 Uniform Securities Agent State Law Examination
    1986-11-24
Designations
Other Names
  • Steve Silver

View on SEC IAPD

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