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 11 - 20 of 41 top financial advisors.
11
Bruno M. Marques
CRD#: 4704081
9361 Bayshore Drive Nw, Silverdale, WA 98383

Bruno Marques (CRD# 4704081) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 20 years of experience in the finance industry.

12
Dustin R. Michaelson
CRD#: 6159310
9361 Bayshore Drive Nw, Silverdale, WA 98383

Dustin Michaelson (CRD# 6159310) 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.

13
David B. Morrison
CRD#: 5463175
9361 Bayshore Drive Nw, Silverdale, WA 98383

David Morrison (CRD# 5463175) 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.

14
Terrance E. Oneil
CRD#: 3263136
Langley, WA

Terrance Oneil (CRD# 3263136) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Langley, WA and has over 24 years of experience in the finance industry.

15
Kent L. Owings
CRD#: 6285787
1120 S Rackham Way Suite 300, Meridian, ID 83642

Kent Owings (CRD# 6285787) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 9 years of experience in the finance industry.

16
Todd P. Pizzuti
CRD#: 4255270
9361 Bayshore Drive Nw, Silverdale, WA 98383

Todd Pizzuti (CRD# 4255270) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 23 years of experience in the finance industry.

17
Jared B. Reese
CRD#: 5901233
3597 E. Monarch Sky Lane, Suite 240, Meridian, ID 83646

Jared Reese (CRD# 5901233) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Meridian, ID and has over 12 years of experience in the finance industry.

18
Laurence H. Schiffman
CRD#: 5094083
9361 Bayshore Drive Nw, Silverdale, WA 98383

Laurence Schiffman (CRD# 5094083) 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.

19
Christopher M. Shuba
CRD#: 4031188
9732 Clos Du Lac Circle, Loomis, CA 95650

Christopher Shuba (CRD# 4031188) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Loomis, CA and has over 24 years of experience in the finance industry.

20
Steven J. Silver
CRD#: 1549399
9361 Bayshore Drive Nw, Silverdale, WA 98383

Steven Silver (CRD# 1549399) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 37 years of experience in the finance industry.

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