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).

Current Firm Details
9361 Bayshore Drive Nw, Silverdale, WA 98383
https://www.facebook.com/magellanretirement/
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 41 - 41 of 41 top financial advisors.
41
Kimberly Harris, financial advisor Silverdale WA
Kimberly D. Harris
CRD#: 4212726
9361 Bayshore Drive Nw, Silverdale, WA 98383

Kimberly Harris (CRD# 4212726) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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