Clear Creek Financial Management, LLC

Clear Creek Financial Management, LLC (CRD# 170602) is a financial advisory firm headquartered in Silverdale, WA. They manage $42,144,413 in 551 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $76,487
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, TX, WA

Financial Advisors at Clear Creek Financial Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian S. Deely
CRD#: 5248430
9361 Bayshore Drive Nw, Silverdale, WA 98383
93
Wealthminder
score

Brian Deely (CRD# 5248430) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 10 years of experience in the finance industry.

2
Joseph J. Gates
CRD#: 5488617
9361 Bayshore Drive Nw, Silverdale, WA 98383
93
Wealthminder
score

Joseph Gates (CRD# 5488617) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 9 years of experience in the finance industry.

3
Benjamin J. Warren
CRD#: 4954801
9361 Bayshore Drive Nw, Silverdale, WA 98383
93
Wealthminder
score

Benjamin Warren (CRD# 4954801) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 12 years of experience in the finance industry.

4
Jared B. Reese
CRD#: 5901233
5997 West State Street, Suite A, Boise, ID 83703
90
Wealthminder
score

Jared Reese (CRD# 5901233) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Boise, ID and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.