Clear Creek Financial Management, LLC

Clear Creek Financial Management, LLC (CRD# 170602) is a financial advisory firm headquartered in Silverdale, WA. They manage $1,182,570,272 in 7,901 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,183
    MILLION
  • Total Number of Accounts
    7,901
    ACCOUNTS
  • Average Account Value
    $149,673
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Clear Creek Financial Management, LLC
Showing 1 - 10 of 41 top financial advisors.
1
Jonathan T. Belnap
CRD#: 5598602
9361 Bayshore Drive Nw, Silverdale, WA 98383

Jonathan Belnap (CRD# 5598602) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 15 years of experience in the finance industry.

2
Patrick D. Collins
CRD#: 5728681
3715 E. Overland Road, Ste. 205, Meridian, ID 83642

Patrick Collins (CRD# 5728681) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 14 years of experience in the finance industry.

3
Stephen R. Coupe
CRD#: 2061979
4550 Nw Newberry Hill Rd. #101, Silverdale, WA 98383

Stephen Coupe (CRD# 2061979) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 33 years of experience in the finance industry.

4
Brian S. Deely
CRD#: 5248430
9361 Bayshore Drive Nw, Silverdale, WA 98383

Brian Deely (CRD# 5248430) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 17 years of experience in the finance industry.

5
Eugene A. Delarosa
CRD#: 4909729
9361 Bayshore Drive Nw, Silverdale, WA 98383

Eugene Delarosa (CRD# 4909729) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 19 years of experience in the finance industry.

6
Boris D. Desancic
CRD#: 2642815
9361 Bayshore Drive Nw, Silverdale, WA 98383

Boris Desancic (CRD# 2642815) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 28 years of experience in the finance industry.

7
Stephen D. Dunne
CRD#: 3267945
9361 Bayshore Drive Nw, Silverdale, WA 98383

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.

8
Donald G. Flenniken
CRD#: 1443685
2029 S Elms Rd, Building A, Ste 106, Swartz Creek, MI 48473

Donald Flenniken (CRD# 1443685) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Swartz Creek, MI and has over 38 years of experience in the finance industry.

9
Joseph J. Gates
CRD#: 5488617
9361 Bayshore Drive Nw, Silverdale, WA 98383

Joseph Gates (CRD# 5488617) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 16 years of experience in the finance industry.

10
Jeremy L. Guay
CRD#: 4756291
Meridian, ID

Jeremy Guay (CRD# 4756291) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 14 years of experience in the finance industry.

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