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Stephen Coupe

Clear Creek Financial Management, LLC
34 Years of Experience
Silverdale, WA
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Stephen Coupe is a registered investment advisor at Clear Creek Financial Management, LLC, based in Silverdale, WA, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,003 clients with $1.9B in assets under management.

Clear Creek Financial Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
4,003 clients
Average Client Portfolio
$464K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9414 Ridgetop Blvd #103, Silverdale, WA, 98383

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2018
Final
Employment Separation After Allegations
April 2017
Customer Dispute
May 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephen owns Coupe Insurance & Financial Corp. and is involved in several real estate ventures. He also works as a mortgage adviser and loan consultant, dedicating about half his time to Lend US and about 10-20% of his time to loanDepot.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
October 2018 - Present · 8 yrs
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - April 2017 · 4 yrs 9 mos
First Allied Securities, INC.Broker
December 2008 - April 2017 · 8 yrs 4 mos
First Allied Securities, INC.
December 2008 - July 2012 · 3 yrs 7 mos
Pacific Northwest Asset Management, INC.
May 2007 - October 2008 · 1 yr 5 mos
First Montauk Securities CORP.
July 2006 - December 2008 · 2 yrs 5 mos
First Montauk Securities CORP.Broker
December 1996 - December 2008 · 12 yrs
Metlife Securities INC.Broker
September 1990 - December 1996 · 6 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
September 1990 - December 1996 · 6 yrs 3 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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