DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Clear Creek Financial Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Matthew H Koehler	Mustard Seed Financial state registered	Clear Creek Financial Management, LLC independent RIA	Other	Jun 5, 2026	May 8, 2026
Elizabeth K Williams	USA Financial Securities LLC independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Jan 28, 2026	Jan 27, 2026
Matt Amick	MML Investors Services, LLC BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 26, 2025	Feb 21, 2025
Anthony Michael Higgins	Rw Investment Management LLC independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Jan 16, 2025	Jan 16, 2025
William T. Harder	Financial Advocates Investment Management independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Nov 13, 2024	Nov 1, 2024
Kendell Wesley Frye	Falcon Wealth Planning, Inc. independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Jul 19, 2024	Jul 24, 2024
Todd Patrick Pizzuti	Portland Private Wealth Management, Inc. independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Oct 6, 2023	Oct 6, 2023
Dustin Ryan Michaelson	Thrivent Investment Management Inc. BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 7, 2023	Mar 6, 2023
Jack Thomas	Independent Financial Group, LLC BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Nov 1, 2022	Nov 1, 2022
Kent Lee Owings	Tree City Advisors, LLC independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Nov 1, 2022	Oct 27, 2022
Glen Alan Thiessen	Securities America Advisors, Inc. BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2021	Nov 29, 2021
Kimberly Diane Harris	Arbor Point Advisors BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Oct 28, 2021	Oct 22, 2021
Phillip E Harris	Arbor Point Advisors BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Oct 28, 2021	Oct 22, 2021
Donald Gordon Flenniken	Harvest Investment Services, LLC independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Mar 1, 2021	Jan 1, 2026 (1767 d)
Matthew Douglas Weinert	Cuso Financial Services, L.P. BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 9, 2020	Sep 13, 2021 (431 d)
Jason Edward Skifstad	Waddell & Reed BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	May 5, 2020	May 18, 2020
Steven Jay Silver	Willamette Financial Advisors, LLC independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Apr 6, 2020	Apr 1, 2020
Eugene Albert Delarosa	Ameriprise Financial Services, LLC national BD	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 9, 2020	Jan 3, 2020
Stephen Daunt Dunne	Willamette Financial Advisors, LLC independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	Dec 20, 2019	Dec 21, 2019
Cory James Smith	Northwestern Mutual Investment Services,LLC no RAUM	Clear Creek Financial Management, LLC independent RIA	Other	Nov 7, 2019	Oct 4, 2021 (697 d)
Jeremy Lee Guay	Wells Fargo Advisors wirehouse	Clear Creek Financial Management, LLC independent RIA	Wirehouse to independent RIA	Sep 25, 2019	Sep 23, 2019
David Henrik Brandt	Thrivent Investment Management Inc. BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 27, 2019	Jan 15, 2021 (507 d)
Sean Charles West	LPL Financial LLC independent RIA	Clear Creek Financial Management, LLC independent RIA	RIA to RIA	May 10, 2019	Apr 13, 2019
Boris Dragan Desancic	Waddell & Reed BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 25, 2019	Aug 26, 2025 (2315 d)
Kevin Wiley	Waddell & Reed BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 4, 2019	Mar 8, 2019 (32 d)
Jonathan Tyler Belnap	Waddell & Reed BD affiliated	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Oct 18, 2018	Oct 17, 2018
Terrance Edward Oneil	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Clear Creek Financial Management, LLC independent RIA	Wirehouse to independent RIA	Jun 20, 2018	May 25, 2018
Brian Sumner Deely	Evergreen Wealth Management Services, Inc. other	Clear Creek Financial Management, LLC other	Other	May 22, 2018	Sep 21, 2017
Joseph John Gates	Evergreen Wealth Management Services, Inc. other	Clear Creek Financial Management, LLC other	Other	May 22, 2018	Sep 22, 2017
Jason Todd Childers	Waddell & Reed other	Clear Creek Financial Management, LLC other	Other	Oct 3, 2017	Oct 2, 2017
Patrick D Collins	Ameriprise Financial Services, LLC national BD	Clear Creek Financial Management, LLC other	Other	Aug 16, 2017	Aug 4, 2017
David Bruce Morrison	Ameriprise Financial Services, LLC national BD	Clear Creek Financial Management, LLC other	Other	Aug 11, 2017	Aug 4, 2017
Scott Mecham	Kms Financial Services, Inc other	Clear Creek Financial Management, LLC independent RIA	Other	Jul 1, 2017	Oct 3, 2022 (1920 d)
David Leroy Snelson	Signator Investors, Inc. other	Clear Creek Financial Management, LLC other	Other	May 25, 2017	May 20, 2017
Stephen Russell Coupe	First Allied Advisory Services, Inc. other	Clear Creek Financial Management, LLC independent RIA	Other	Apr 19, 2017	Oct 2, 2018 (531 d)
Zachary Kye Abraham	Northwest Asset Management other	Clear Creek Financial Management, LLC other	Other	Feb 14, 2017	Feb 21, 2017
Joseph Michael Mallen	Simplicity Solutions, LLC other	Clear Creek Financial Management, LLC other	Other	Sep 21, 2016	Sep 8, 2017 (352 d)
Laurence H Schiffman	Northwestern Mutual Investment Services,LLC no RAUM	Clear Creek Financial Management, LLC independent RIA	Other	Sep 14, 2016	Jul 31, 2019 (1050 d)
Bruno Melo Marques	Ameriprise Financial Services, LLC national BD	Clear Creek Financial Management, LLC other	Other	May 23, 2016	Aug 12, 2016 (81 d)
Christopher Michael Shuba	Ameriprise Financial Services, LLC national BD	Clear Creek Financial Management, LLC other	Other	Apr 1, 2016	Sep 8, 2017 (525 d)
Terrance Edward Oneil	Financial Advocates Investment Management other	Clear Creek Financial Management, LLC other	Other	Aug 3, 2015	Sep 18, 2015 (46 d)
Jared Brant Reese	Oneamerica Securities, Inc. other	Clear Creek Financial Management, LLC other	Other	Jul 8, 2015	Jun 23, 2015
Benjamin James Warren	Thrivent Investment Management Inc. other	Clear Creek Financial Management, LLC no RAUM	Other	Apr 28, 2014	Apr 25, 2014
Chad James Johnson	Edward Jones national BD	Clear Creek Financial Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 30, 2012	Oct 10, 2019 (2719 d)

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44 moves match.