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 9 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 8 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 11 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 5 years of experience in the finance industry.

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