Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,783 clients
Average Client Portfolio
$390K average
Assets Under Management
$1.5B

Fee Structure

Loading...

Location

9361 Bayshore Drive Nw, Silverdale, WA, 98383

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian has ownership of the office building through Clear Creek RE Holdings. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Evergreen Wealth Management Services, INC.
February 2017 - May 2018 · 1 yr 3 mos
Thrivent Investment Management INC.
January 2007 - April 2014 · 7 yrs 3 mos
State Registrations2 states
IDTX
Advisor
Exams
No exam information available for this advisor.