DM
CFP
DM
CFP

David Bruce Morrison

17 Years of Experience
Sells Insurance
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

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Location

9361 Bayshore Drive Nw, Silverdale, WA, 98383

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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.

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Other Business ActivitiesSells Insurance

David owns multiple real estate properties and is an owner of MAM, LLC (a personal service company) and Idaho Brewing Company, LLC (currently not operational). He also sells insurance through TVFP, LLC, dedicating minimal time to it.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
November 2013 - August 2017 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
November 2013 - August 2017 · 3 yrs 9 mos
Waddell & Reed
March 2008 - November 2013 · 5 yrs 8 mos
Waddell & Reed, INC.Broker
February 2008 - November 2013 · 5 yrs 9 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.