Stephen Coupe
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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
9414 Ridgetop Blvd #103, Silverdale, WA, 98383
Get directionsHistory
Regulatory History (3)
Regulatory
September 2018Employment Separation After Allegations
April 2017Customer Dispute
May 1999Other 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
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Pacific Northwest Asset Management, INC.
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.