Stephen Dunne, financial advisor Silverdale WA

Stephen Dunne

CRD Number: 3267945
Current Firm: Clear Creek Financial Management, LLC

Stephen Dunne (CRD# 3267945) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 24 years of experience in the finance industry. Stephen Dunne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clear Creek Financial Management Silverdale, WA Dec 2019 - Current 4
Willamette Financial Advisors, LLC Lake Oswego, OR Oct 2014 - Dec 2019 5
Centaurus Financial, Inc. Anaheim, CA Jan 2015 - Dec 2016 1
Sagepoint Financial, Inc. Portland, OR Jan 2009 - Dec 2014 5
Willamette Financial Group, LLC Portland, OR Nov 2005 - Dec 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Stephen D. Dunne
Phone Number: (360) 308-8239
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    901
    MILLIONS
  • Total Number of Accounts
    4,682
    ACCOUNTS
  • Average Account Value
    $192,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, 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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