SC
Stephen R. Coupe
CLEAR CREEK FINANCIAL MANAGEMENT
Silverdale, WA 98383
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CRD#: 2061979
SC
Professional summary
Stephen Russell Coupe is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Silverdale, Washington.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Stephen has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)COUPE INSURANCE & FINANCIAL CORP.; OWNER; HOLDING COMPANY OR SUB-S CORP; START DATE: 11/1/1996 2.)CLEAR CREEK GROUP, LLC REAL ESTATE (AGENT) 4 HOURS PER MONTH 02/01/2015 4.) CENTRAL VALLEY PROPERTIES LLC PARTNER REAL ESTATE (AGENT) 4 HOURS PER MONTH 01/01/2014 5.) SILVER BULLET FLOORING LLC PARTNER REAL ESTATE (RENTAL) 4 HOURS PER MONTH 01/01/2014 6.) COPPER PROPERTIES LLC; PARTNER; REAL ESTATE; START DATE 1/1/2008; 4 HOURS PER MONTH. 8)Guaranteed Rate Affinity; Investment related; 4550 Newberry Hill Rd NW, Suite 102, Silverdale WA 98312; Loan Consultant; start date of 8/29/2025; Spend approx 30 hours per month during trading hours on this activity; Consult with clients regarding home loans.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Russell Coupe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 2, 2018 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: 9414 Ridgetop Blvd #103, Silverdale, WA 98383RIA
CRD#: 170602
Silverdale, WA
Past
July 2, 2012 - April 19, 2017
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
SILVERDALE, WA
Past
December 9, 2008 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
SILVERDALE, WA
Past
December 9, 2008 - April 19, 2017
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SILVERDALE, WA
Past
May 24, 2007 - October 22, 2008
PACIFIC NORTHWEST ASSET MANAGEMENT, INC.
RIA
CRD#: 115934
SILVERDALE, WA
Past
July 28, 2006 - December 9, 2008
FIRST MONTAUK SECURITIES CORP.
RIA
CRD#: 13755
SILVERDALE, WA
Past
December 17, 1996 - December 9, 2008
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
SILVERDALE, WA
Past
September 17, 1990 - December 5, 1996
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
September 17, 1990 - December 5, 1996
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(10/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9361 Bayshore Drive Nw, Silverdale, WA 98383
Mailing Address
Phone number
(360) 308-8239
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,596 |
| AUM (Assets Under Management) | $ 1,474,429,922 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
