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RIA / WealthAdvisorCertified Financial Planner18 years in industry

WILLIAM T. HARDER

Advisor at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Poulsbo, WA | SILVERDALE, WA

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Search this name across graphsid dfx:ria:7ae844d6-a856-80c0-8550-055582d5e171

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2008 to Sep 14, 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: Sep 19, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 19, 2008
First registration: Sep 30, 2008
Dual registered: no
Other names: WILLIAM T HARDER
IAPD individual key: 5573792

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	Nov 1, 2024	n/a	yes	Poulsbo, WA\|SILVERDALE, WA	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Dec 11, 2013	Nov 13, 2024	no	OLYMPIA, WA\|POULSBO, WA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 18, 2013	no	Silverdale, WA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 30, 2008	Jun 1, 2009	no	SILVERDALE, WA	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
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	Nov 13, 2024	Nov 1, 2024	-12	Firm change	RIA to RIA
MORGAN STANLEY	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Dec 18, 2013	Dec 11, 2013	-7	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CLEAR CREEK FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Dec 11, 2013 to Nov 13, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 18, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 30, 2008 to Jun 1, 2009factForm ADV

Dated events

Occurred
Nov 13, 2024
Advisor changed firm
William T. Harder left Financial Advocates Investment Management for Clear Creek Financial Management, Llc (registered 2024-11-01)
Form ADVobserved 6 days ago