Kevin Wiley (CRD# 5842957) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 13 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Wileybaird | Bainbridge Island, WA | Jun 2021 - Current | 2 |
Clear Creek Financial Management, LLC | Silverdale, WA | Mar 2019 - Current | 5 |
Olympic College Foundation | Bremerton, WA | Sep 2014 - Current | 9 |
Waddell & Reed Inc. | Silverdale, WA | Jan 2017 - Feb 2019 | 2 |
Various Insurance Carriers For W&r Insurance Agencies | Bainbridge Island, WA | Jan 2017 - Feb 2019 | 2 |
Beta Theta Pi | Oxford, OH | Jan 2012 - Jan 2018 | 6 |
Ameriprise Financial Services, Inc. | Kingston, WA | Feb 2015 - Jan 2017 | 1 |
Ameriprise | Kingston, WA | Feb 2015 - Jan 2017 | 1 |
Ameriprise Financial Services Inc. | Kingston, WA | Feb 2015 - Jan 2017 | 1 |
Unempoyed | Bainbridge Island, WA | Jan 2015 - Feb 2015 | < 1 |
Morgan Stanley Smith Barney | Silverdale, WA | May 2012 - Dec 2014 | 2 |
Morgan Stanley | Silverdale, WA | May 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- WA
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Total Assets Under Management1,183MILLIONS
-
Total Number of Accounts7,901ACCOUNTS
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Average Account Value$149,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AR, AZ, CA, CO, FL, IA, ID, IL, KS, LA, MI, MN, MS, MT, NC, NE, NH, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY
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