DFX Intelligence

Data Factory

RIA / WealthAdvisor15 years in industry

MATTHEW H KOEHLER

Advisor at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Boise, ID | SILVERDALE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0153a2f9-2e24-2402-6401-47805a037dca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 3, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 19, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 19, 2010
First registration: Nov 3, 2011
Dual registered: no
Other names: MATTHEW HARDY KOEHLER
IAPD individual key: 5763021

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEAR CREEK FINANCIAL MANAGEMENT, LLC	Independent wealth	May 8, 2026	n/a	yes	SILVERDALE, WA\|Boise, ID	Current employment
MUSTARD SEED FINANCIAL	State registered	Apr 9, 2014	Jun 5, 2026	no	MERIDIAN, ID	Previous registration
DESERT ROSE CAPITAL MANAGEMENT, INC.	Independent wealth	May 30, 2012	Aug 1, 2013	no	MERIDIAN, ID	Previous registration
MORGAN STANLEY	Wirehouse	Nov 3, 2011	Jun 14, 2012	no	BOISE, ID\|Boise, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MUSTARD SEED FINANCIAL	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	Jun 5, 2026	May 8, 2026	-28	Firm change	Other
DESERT ROSE CAPITAL MANAGEMENT, INC.	MUSTARD SEED FINANCIAL	Aug 1, 2013	Apr 9, 2014	251	Firm change	Other
MORGAN STANLEY	DESERT ROSE CAPITAL MANAGEMENT, INC.	Jun 14, 2012	May 30, 2012	-15	Firm change	Other

Relationships

Registered with (4)

→ CLEAR CREEK FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: current employment
May 8, 2026 to presentfactForm ADV
→ MUSTARD SEED FINANCIALRegistered adviserregistration: previous registration
Apr 9, 2014 to Jun 5, 2026factForm ADV
→ DESERT ROSE CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
May 30, 2012 to Aug 1, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 3, 2011 to Jun 14, 2012factForm ADV

Dated events

Occurred
Jun 5, 2026
Advisor changed firm
Matthew H Koehler left Mustard Seed Financial for Clear Creek Financial Management, Llc (registered 2026-05-08)
Form ADVobserved 4 days ago