Sharon Leanne Wisenburg, CFP | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sharon Leanne Wisenburg, CFP®, who also goes by Sharon Snow, Sharon L Wisenburg, was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 1995. Sharon had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Sharon Snow | Sharon L Wisenburg

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Past

January 24, 2017 - October 3, 2018

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 170602

Auburn, WA

Past

April 27, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD

CRD#: 6321

MINNEAPOLIS, MN

Past

April 27, 2005 - May 19, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD

CRD#: 6363

RENTON, WA

Past

April 20, 2005 - May 19, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RENTON, WA

Past

April 9, 2002 - April 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SEATTLE, WA

Past

March 4, 2002 - April 8, 2005

IDS LIFE INSURANCE COMPANY

BD

CRD#: 6321

MINNEAPOLIS, MN

Past

March 4, 2002 - April 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD

CRD#: 6363

MINNEAPOLIS, MN

Past

September 26, 2000 - February 28, 2002

LOCUST STREET SECURITIES, INC.

BD

CRD#: 1703

DES MOINES, IA

Past

July 13, 1995 - August 29, 2000

LPL FINANCIAL LLC

BD

CRD#: 6413

FORT MILL, SC

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

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 6/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 5/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/11/1995

General Securities Representative Examination

Current Firm

CC

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	8,596
AUM (Assets Under Management)	$ 1,474,429,922

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Sharon L. Wisenburg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

LOCUST STREET SECURITIES, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2002

Series 63

Date: 6/23/1995

SIE

Date: 5/19/2016

Series 7

Date: 7/11/1995

Current Firm

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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