DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

CRD 170602

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:df5dc8f8-1c28-525c-477b-bb08e61f3cba

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 71
Dated events: 30
On other graphs: 0
Observed: Apr 4, 2014 to Mar 26, 2026
56 observations

Right now

2 signals name this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

5 advisors left Clear Creek Financial Management, LLC (Meridian, ID) for Treasure Valley Financial Planning on the same day

Dated 2026-08-10 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

TREASURE VALLEY FINANCIAL PLANNING · destination firm

Advisor Recruiting IntelligenceAug 10, 2026 · seen 6 days ago

#2NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Clear Creek Financial Management, LLC (Silverdale, WA) for Treasure Valley Financial Planning on the same day

Dated 2026-08-10 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

TREASURE VALLEY FINANCIAL PLANNING · destination firm

Advisor Recruiting IntelligenceAug 10, 2026 · seen 6 days ago

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

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 43
RAUM per advisor: $43.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 91
Advisory employees: 48
Offices: 25Schedule D 1.F, beyond the principal office
Accounts: 9,428
Individual clients: 3,483
High net worth clients: 481
Custody, client assets: $181M
SEC number: 801-111778
CIK: 170602
CRD: 170602
Filings on the tape: 56
First filed: Apr 4, 2014
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, WA
Website: jackthomasfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 43

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN JAMES WARREN	Certified Financial Planner	SILVERDALE, WA \| Sandpoint, ID	12	21	2	no
JARED BRANT REESE	n/a	Meridian, ID \| SILVERDALE, WA	11	15	1	no
BRUNO MELO MARQUES	Certified Financial Planner	SILVERDALE, WA \| Meridian, ID	10	22	1	no
DAVID LEROY SNELSON	n/a	Twin Falls, ID	9	22	4	no
CHRISTOPHER MICHAEL SHUBA	n/a	Loomis, CA	9	26	1	no
BRIAN SUMNER DEELY	n/a	SILVERDALE, WA \| Eagle, ID	9	19	2	no
JOSEPH JOHN GATES	n/a	Boise, ID \| SILVERDALE, WA	8	18	2	no
JASON TODD CHILDERS	n/a	Eagle, ID	8	22	1	no
TERRANCE EDWARD ONEIL	n/a	SILVERDALE, WA \| Langley, WA	8	26	6	no
STEPHEN RUSSELL COUPE	n/a	Silverdale, WA	7	36	4	no
KEVIN WILEY	n/a	SILVERDALE, WA	7	15	4	no
SEAN CHARLES WEST	Certified Financial Planner	SILVERDALE, WA \| Meridian, ID	7	18	2	no
LAURENCE H SCHIFFMAN	Certified Financial Planner	SILVERDALE, WA \| Centennial, CO	7	20	1	no
JEREMY LEE GUAY	n/a	SILVERDALE, WA \| Meridian, ID	6	22	4	no
STEPHEN DAUNT DUNNE	Certified Financial Planner	SILVERDALE, WA \| Portland, OR	6	27	3	no
STEVEN JAY SILVER	Certified Financial Planner	Lake Oswego, OR \| SILVERDALE, WA	6	39	8	no
JASON EDWARD SKIFSTAD	n/a	SILVERDALE, WA \| Bremerton, WA \| Silverdale, WA	6	26	2	no
Jason Nicholas Kelley	n/a	Santa Rosa, CA \| SILVERDALE, WA	5	11	n/a	no
Evan Murphy Keech	n/a	SILVERDALE, WA \| Redmond, WA	4	10	n/a	no
KIMBERLY DIANE HARRIS	n/a	Meridian, ID \| SILVERDALE, WA	4	25	4	no
PHILLIP E HARRIS	n/a	Meridian, ID \| SILVERDALE, WA	4	25	4	no
GLEN ALAN THIESSEN	Certified Financial Planner\|Chartered Financial Consultant	SILVERDALE, WA \| Sammamish, WA	4	38	2	no
Oliver Grimard	n/a	Fort Lauderdale, FL \| SILVERDALE, WA	4	16	n/a	no
SCOTT MECHAM	n/a	SILVERDALE, WA \| Boise, ID	3	30	2	no
KENT LEE OWINGS	n/a	Meridian, ID \| SILVERDALE, WA	3	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEELY, BRIAN, SUMNER	MANAGING MEMBER	C	yes	04/2014	Mar 26, 2026	Mar 26, 2026
GATES, JOSEPH, JOHN	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	B	yes	04/2014	Mar 26, 2026	Mar 26, 2026
WARREN, BENJAMIN, JAMES	MANAGING MEMBER	C	yes	04/2014	Mar 26, 2026	Mar 26, 2026
Kelley, Jason, Nicholas	MANAGING MEMBER	Na	no	11/2024	Mar 26, 2026	Mar 26, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Meridian	Id	United States	5	no
Boise	Id	United States	2	no
Meridian	Id	United States	2	no
TWIN FALLS	Id	United States	2	no
Silverdale	Wa	United States	2	no
GRANITE BAY	Co	United States	1	no
Lakewood	Co	United States	1	no
Boise	Id	United States	1	no
Boise	Id	United States	1	no
COEUR D'ALENE	Id	United States	1	no
Meridian	Id	United States	1	no
Meridian	Id	United States	1	no
SWARTZ CREEK	Mi	United States	1	no
Minneapolis	Mn	United States	1	no
LAKE OSWEGO	Oh	United States	1	no
Langley	Wa	United States	1	no
Redmond	Wa	United States	1	no
Silverdale	Wa	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$1.9B	$1.9B	91	48	25	n/a	n/a
2024	Feb 26, 2025	$1.5B	$1.4B	46	46	30	n/a	n/a
2023	Mar 27, 2024	$1.2B	$1.2B	35	35	24	n/a	n/a
2022	Mar 16, 2023	$901M	$875M	37	37	20	n/a	n/a
2021	Mar 21, 2022	$1.1B	$1.1B	36	36	18	n/a	n/a
2020	Mar 8, 2021	$859M	$835M	33	33	17	n/a	n/a
2019	Mar 10, 2020	$582M	$580M	24	24	15	n/a	n/a
2018	Mar 25, 2019	$257M	$257M	17	17	10	n/a	n/a
2017	Mar 15, 2018	$191M	$191M	13	13	8	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	7	-4	16.3%	0	7	0	9	10

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$1.5B	26.1%	$901M	27.3%	91	46	25	30

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TREASURE VALLEY FINANCIAL PLANNING	2	Aug 10, 2026	May 27, 2026	SILVERDALE, WA	Team lift out	RIA to new firm	4.1%
TREASURE VALLEY FINANCIAL PLANNING	5	Aug 10, 2026	May 27, 2026	MERIDIAN, ID	Team lift out	RIA to new firm	10.2%
TREK FINANCIAL	2	Jan 4, 2022	Jan 5, 2022	TACOMA, WA	Team lift out	RIA to RIA	5.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARBOR POINT ADVISORS	2	Oct 28, 2021	Oct 22, 2021	MERIDIAN, ID	Team lift out	Ibd to RIA	0.9%
EVERGREEN WEALTH MANAGEMENT SERVICES, INC.	2	May 22, 2018	Sep 22, 2017	MILL CREEK, WA	Team lift out	Other	66.7%
AMERIPRISE FINANCIAL SERVICES, LLC	2	Aug 11, 2017	Aug 4, 2017	BOISE, ID	Team lift out	Other	0.0%

Relationships

Registered with (61)

← Steven BeardAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Kenneth L LindquistAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← MATTHEW H KOEHLERAdvisorregistration: current employment
May 8, 2026 to presentfactForm ADV
← Elizabeth K WilliamsAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← DONALD GORDON FLENNIKENAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← BORIS DRAGAN DESANCICAdvisorregistration: current employment
Aug 26, 2025 to presentfactForm ADV
← Jaeger SkifstadAdvisorregistration: current employment
Jul 21, 2025 to presentfactForm ADV
← Matt AmickAdvisorregistration: current employment
Feb 21, 2025 to presentfactForm ADV
← Anthony Michael HigginsAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← Morgan BrownAdvisorregistration: current employment
Dec 2, 2024 to presentfactForm ADV
← WILLIAM T. HARDERAdvisorregistration: current employment
Nov 1, 2024 to presentfactForm ADV
← Jacob NyeAdvisorregistration: current employment
Mar 11, 2024 to presentfactForm ADV
← Cameron SwindlerAdvisorregistration: current employment
Jan 22, 2024 to presentfactForm ADV
← TODD PATRICK PIZZUTIAdvisorregistration: current employment
Oct 6, 2023 to presentfactForm ADV
← ERIC FLYNN DUGANAdvisorregistration: current employment
Aug 18, 2023 to presentfactForm ADV
← ERIC Allen WOODRASKAAdvisorregistration: current employment
Aug 15, 2023 to presentfactForm ADV
← Dustin Ryan MichaelsonAdvisorregistration: current employment
Mar 6, 2023 to presentfactForm ADV
← JACK THOMASAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← KENT LEE OWINGSAdvisorregistration: current employment
Oct 27, 2022 to presentfactForm ADV
← SCOTT MECHAMAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV
← Oliver GrimardAdvisorregistration: current employment
Jul 22, 2022 to presentfactForm ADV
← GLEN ALAN THIESSENAdvisorregistration: current employment
Nov 29, 2021 to presentfactForm ADV
← KIMBERLY DIANE HARRISAdvisorregistration: current employment
Oct 22, 2021 to presentfactForm ADV
← PHILLIP E HARRISAdvisorregistration: current employment
Oct 22, 2021 to presentfactForm ADV
← Evan Murphy KeechAdvisorregistration: current employment
Sep 24, 2021 to presentfactForm ADV
← Jason Nicholas KelleyAdvisorregistration: current employment
Apr 26, 2021 to presentfactForm ADV
← JASON EDWARD SKIFSTADAdvisorregistration: current employment
May 18, 2020 to presentfactForm ADV
← STEVEN JAY SILVERAdvisorregistration: current employment
Apr 1, 2020 to presentfactForm ADV
← STEPHEN DAUNT DUNNEAdvisorregistration: current employment
Dec 21, 2019 to presentfactForm ADV
← JEREMY LEE GUAYAdvisorregistration: current employment
Sep 23, 2019 to presentfactForm ADV
and 31 more

Moved with (5)

→ TREASURE VALLEY FINANCIAL PLANNINGRegistered adviser5 advisors, team lift out, same day
Aug 10, 2026 to May 27, 2026factForm ADV
→ TREK FINANCIALRegistered adviser2 advisors, team lift out, same day
Jan 4, 2022 to Jan 5, 2022factForm ADV
← ARBOR POINT ADVISORSRegistered adviser2 advisors, team lift out, same day
Oct 28, 2021 to Oct 22, 2021factForm ADV
← EVERGREEN WEALTH MANAGEMENT SERVICES, INC.Registered adviser2 advisors, team lift out, same day
May 22, 2018 to Sep 22, 2017factForm ADV
← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser2 advisors, team lift out
Aug 11, 2017 to Aug 4, 2017factForm ADV

Controls (3)

← WARREN, BENJAMIN, JAMESOwnerMANAGING MEMBER, ownership code C, individual
Apr 4, 2014 to Apr 1, 2024factForm ADV
← DEELY, BRIAN, SUMNEROwnerMANAGING MEMBER, ownership code C, individual
Apr 4, 2014 to Apr 1, 2024factForm ADV
← GATES, JOSEPH, JOHNOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code B, individual
Apr 4, 2014 to Apr 1, 2024factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 10, 2026
Team lift-out
5 advisors left Clear Creek Financial Management, LLC (Meridian, ID) for Treasure Valley Financial Planning on the same day
Form ADVobserved 6 days ago
5 advisors
Occurred
Aug 10, 2026
Team lift-out
2 advisors left Clear Creek Financial Management, LLC (Silverdale, WA) for Treasure Valley Financial Planning on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Aug 10, 2026
Advisor changed firm
Eugene Albert Delarosa left Clear Creek Financial Management, Llc for Treasure Valley Financial Planning (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2026
Advisor changed firm
Justin Dillan Egbert left Clear Creek Financial Management, Llc for Treasure Valley Financial Planning (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2026
Advisor changed firm
Jonathan Tyler Belnap left Clear Creek Financial Management, Llc for Treasure Valley Financial Planning (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2026
Advisor changed firm
Kendell Wesley Frye left Clear Creek Financial Management, Llc for Treasure Valley Financial Planning (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2026
Advisor changed firm
Matthew Cannon Jones left Clear Creek Financial Management, Llc for Treasure Valley Financial Planning (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2026
Advisor changed firm
David Bruce Morrison left Clear Creek Financial Management, Llc for Treasure Valley Financial Planning (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Aug 10, 2026
Advisor changed firm
Patrick D Collins left Clear Creek Financial Management, Llc for Treasure Valley Financial Planning (registered 2026-05-27)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2026
Regulatory AUM changed
Clear Creek Financial Management, Llc reported RAUM $1.9B, up 26% from $1.5B (2025-02-26 to 2026-03-26)
Form ADVobserved 6 days ago
$385M
Occurred
Feb 28, 2025
Advisor changed firm
Jason David Van Thiel left Clear Creek Financial Management, Llc for Glacier (registered 2025-06-24)
Form ADVobserved 6 days ago
Occurred
Feb 13, 2025
Advisor changed firm
Kamaljit Kaur Sahota-Middleton left Clear Creek Financial Management, Llc for Snider Financial Group (registered 2025-02-13)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Clear Creek Financial Management, Llc reported RAUM $1.2B, up 31% from $901.2M (2023-12-14 to 2024-03-27)
Form ADVobserved 6 days ago
$281M
Occurred
Oct 20, 2023
Advisor changed firm
Cory James Smith left Clear Creek Financial Management, Llc for Discretionary Inc. (registered 2025-10-03)
Form ADVobserved 6 days ago
Occurred
Jun 19, 2023
Advisor changed firm
Joseph Michael Mallen left Clear Creek Financial Management, Llc for Modelist (registered 2023-11-09)
Form ADVobserved 6 days ago
Occurred
Nov 18, 2022
Advisor changed firm
Robert Harley Flagler left Clear Creek Financial Management, Llc for Helmstar Wealth Management (registered 2022-12-02)
Form ADVobserved 6 days ago
Occurred
Jul 18, 2022
Advisor changed firm
Jordan Steven Gentry left Clear Creek Financial Management, Llc for Lpl Financial Llc (registered 2022-08-15)
Form ADVobserved 6 days ago
Occurred
May 10, 2022
Advisor changed firm
Matthew Douglas Weinert left Clear Creek Financial Management, Llc for Desert Rose Capital Management, Inc. (registered 2022-06-30)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2022
Regulatory AUM changed
Clear Creek Financial Management, Llc reported RAUM $1.1B, up 28% from $858.9M (2021-06-21 to 2022-03-21)
Form ADVobserved 6 days ago
$239M
Occurred
Feb 2, 2022
Advisor changed firm
Zachary Kye Abraham left Clear Creek Financial Management, Llc for Trek Financial (registered 2022-01-11)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2022
Team lift-out
2 advisors left Clear Creek Financial Management, LLC (Tacoma, WA) for Trek Financial on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jan 4, 2022
Advisor changed firm
Chad James Johnson left Clear Creek Financial Management, Llc for Trek Financial (registered 2022-01-05)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2022
Advisor changed firm
H Justin Adolphson left Clear Creek Financial Management, Llc for Trek Financial (registered 2022-01-05)
Form ADVobserved 6 days ago
Occurred
Mar 8, 2021
Regulatory AUM changed
Clear Creek Financial Management, Llc reported RAUM $858.9M, up 48% from $581.5M (2021-02-10 to 2021-03-08)
Form ADVobserved 6 days ago
$277M
Occurred
Mar 10, 2020
Regulatory AUM changed
Clear Creek Financial Management, Llc reported RAUM $581.5M, up 126% from $257.4M (2019-10-11 to 2020-03-10)
Form ADVobserved 6 days ago
$324M
Occurred
Apr 4, 2014
First Form ADV filing
Waterfront Financial Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 4 bookkeeping events

Occurred
Mar 26, 2026
Clear Creek Financial Management, Llc reported 25 offices beyond its principal office, down from 30 (2025-02-26 to 2026-03-26)
Occurred
Feb 26, 2025
Clear Creek Financial Management, Llc reported 30 offices beyond its principal office, up from 24 (2024-04-01 to 2025-02-26)
Occurred
Feb 26, 2025
Clear Creek Financial Management, Llc reported 46 state-registered advisory representatives, up from 35 (2024-04-01 to 2025-02-26)
Occurred
Mar 8, 2021
Clear Creek Financial Management, Llc reported 33 state-registered advisory representatives, up from 21 (2021-02-10 to 2021-03-08)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df5dc8f8-1c28-525c-477b-bb08e61f3cba
First observed: Apr 4, 2014
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

CRD 170602

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:df5dc8f8-1c28-525c-477b-bb08e61f3cba

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN JAMES WARREN

Certified Financial Planner

SILVERDALE, WA | Sandpoint, ID

JARED BRANT REESE

n/a

Meridian, ID | SILVERDALE, WA

BRUNO MELO MARQUES

Certified Financial Planner

SILVERDALE, WA | Meridian, ID

DAVID LEROY SNELSON

n/a

Twin Falls, ID

CHRISTOPHER MICHAEL SHUBA

n/a

Loomis, CA

BRIAN SUMNER DEELY

n/a

SILVERDALE, WA | Eagle, ID

JOSEPH JOHN GATES

n/a

Boise, ID | SILVERDALE, WA

JASON TODD CHILDERS

n/a

Eagle, ID

TERRANCE EDWARD ONEIL

n/a

SILVERDALE, WA | Langley, WA

STEPHEN RUSSELL COUPE

n/a

Silverdale, WA

KEVIN WILEY

n/a

SILVERDALE, WA

SEAN CHARLES WEST

Certified Financial Planner

SILVERDALE, WA | Meridian, ID

LAURENCE H SCHIFFMAN

Certified Financial Planner

SILVERDALE, WA | Centennial, CO

JEREMY LEE GUAY

n/a

SILVERDALE, WA | Meridian, ID

STEPHEN DAUNT DUNNE

Certified Financial Planner

SILVERDALE, WA | Portland, OR

STEVEN JAY SILVER

Certified Financial Planner

Lake Oswego, OR | SILVERDALE, WA

JASON EDWARD SKIFSTAD

n/a

SILVERDALE, WA | Bremerton, WA | Silverdale, WA

Jason Nicholas Kelley

n/a

Santa Rosa, CA | SILVERDALE, WA

n/a

Evan Murphy Keech

n/a

SILVERDALE, WA | Redmond, WA

n/a

KIMBERLY DIANE HARRIS

n/a

Meridian, ID | SILVERDALE, WA

PHILLIP E HARRIS

n/a

Meridian, ID | SILVERDALE, WA

GLEN ALAN THIESSEN

Certified Financial Planner|Chartered Financial Consultant

SILVERDALE, WA | Sammamish, WA

Oliver Grimard

n/a

Fort Lauderdale, FL | SILVERDALE, WA

n/a

SCOTT MECHAM

n/a

SILVERDALE, WA | Boise, ID

KENT LEE OWINGS

n/a

Meridian, ID | SILVERDALE, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEELY, BRIAN, SUMNER

MANAGING MEMBER

yes

04/2014

Mar 26, 2026

GATES, JOSEPH, JOHN

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

04/2014

Mar 26, 2026

WARREN, BENJAMIN, JAMES

MANAGING MEMBER

yes

04/2014

Mar 26, 2026

Kelley, Jason, Nicholas

MANAGING MEMBER

11/2024

Mar 26, 2026

City

State

Country

Employees

Also broker-dealer

Meridian

United States

Boise

United States

Meridian

United States

TWIN FALLS

United States

Silverdale

United States

GRANITE BAY

United States

Lakewood

United States

Boise

United States

Boise

United States

COEUR D'ALENE

United States

Meridian

United States

Meridian

United States

SWARTZ CREEK

United States

Minneapolis

United States

LAKE OSWEGO

United States

Langley

United States

Redmond

United States

Silverdale

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.9B

n/a

2024

Feb 26, 2025

$1.5B

$1.4B

n/a

2023

Mar 27, 2024

$1.2B

n/a

2022

Mar 16, 2023

$901M

$875M

n/a

2021

Mar 21, 2022

$1.1B

n/a

2020

Mar 8, 2021

$859M

$835M

n/a

2019

Mar 10, 2020

$582M

$580M

n/a

2018

Mar 25, 2019

$257M

n/a

2017

Mar 15, 2018

$191M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

16.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$1.5B

26.1%

$901M

27.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TREASURE VALLEY FINANCIAL PLANNING

Aug 10, 2026

May 27, 2026

SILVERDALE, WA

Team lift out

RIA to new firm

4.1%

TREASURE VALLEY FINANCIAL PLANNING

Aug 10, 2026

May 27, 2026

MERIDIAN, ID

Team lift out

RIA to new firm

10.2%

TREK FINANCIAL

Jan 4, 2022

Jan 5, 2022

TACOMA, WA

Team lift out

RIA to RIA

5.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARBOR POINT ADVISORS

Oct 28, 2021

Oct 22, 2021

MERIDIAN, ID

Team lift out

Ibd to RIA

0.9%

EVERGREEN WEALTH MANAGEMENT SERVICES, INC.

May 22, 2018

Sep 22, 2017

MILL CREEK, WA

Team lift out

Other

66.7%

AMERIPRISE FINANCIAL SERVICES, LLC

Aug 11, 2017

Aug 4, 2017

BOISE, ID

Team lift out

Other

0.0%