Clear Creek Financial Management, LLC

Clear Creek Financial Management, LLC (CRD# 170602) is a financial advisory firm headquartered in Silverdale, WA. They manage $101,381,703 in 1,290 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    1,290
    ACCOUNTS
  • Average Account Value
    $78,590
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
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.

CA, FL, ID, NH, OR, TX, UT, WA

Financial Advisors at Clear Creek Financial Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
David B. Morrison
CRD#: 5463175
9328 W Overland Road, Boise, ID 83709
96
Wealthminder
score

David Morrison (CRD# 5463175) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Boise, ID and has over 10 years of experience in the finance industry. David Morrison 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.

2
Sharon L. Wisenburg
CRD#: 2611858
Auburn, WA
96
Wealthminder
score

Sharon Wisenburg (CRD# 2611858) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Auburn, WA and has over 22 years of experience in the finance industry. Sharon Wisenburg 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.

3
Patrick D. Collins
CRD#: 5728681
9328 W Overland Rd, Boise, ID 83709
93
Wealthminder
score

Patrick Collins (CRD# 5728681) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Boise, ID and has over 8 years of experience in the finance industry.

4
Jared B. Reese
CRD#: 5901233
5997 West State Street, Suite A, Boise, ID 83703
93
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.

5
Christopher M. Shuba
CRD#: 4031188
4232 Savoie Ct., Loomis, CA 95650
93
Wealthminder
score

Christopher Shuba (CRD# 4031188) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Loomis, CA and has over 18 years of experience in the finance industry.

6
David L. Snelson
CRD#: 5426905
488 Blue Lakes Blvd N, Ste. 107, Twin Falls, ID 83301
93
Wealthminder
score

David Snelson (CRD# 5426905) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Twin Falls, ID and has over 10 years of experience in the finance industry.

7
Jason T. Childers
CRD#: 6172822
3597 Monarch Sky Ln Ste: F-240, Meridian, ID 83646
90
Wealthminder
score

Jason Childers (CRD# 6172822) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 4 years of experience in the finance industry.

8
Joseph M. Mallen
CRD#: 5290344
4232 Savoie Ct,, Loomis, CA 95650
90
Wealthminder
score

Joseph Mallen (CRD# 5290344) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Loomis, CA and has over 3 years of experience in the finance industry.

9
Bruno M. Marques
CRD#: 4704081
Boise, ID
71
Wealthminder
score

Bruno Marques (CRD# 4704081) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Boise, ID and has over 14 years of experience in the finance industry. Bruno Marques 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.

10
Zachary K. Abraham
CRD#: 5595930
4307 125th Street, Court Nw, Gig Harbor, WA 98332
61
Wealthminder
score

Zachary Abraham (CRD# 5595930) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Gig Harbor, WA and has over 9 years of experience in the finance industry.

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