SW
Sean C. West
CLEAR CREEK FINANCIAL MANAGEMENT
Meridian, ID 83646
Some features on this profile are disabled
CRD#: 5400222
SW
Professional summary
Sean Charles West, CFP®, who also goes by Sean West, is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Meridian, Idaho.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sean has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean West
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.
West Wealth Management, LLC; investment-related(?); 1817 N Lakes Place Ste 100, Meridian, ID 83646; Tax preparation; Enrolled Agent; 06/2013; 3 hours per month; Not during trading hours; prepare tax returns for about 30 clients. Not seeking to grow this line of business.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Charles West'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®
CFP®
Start date: 2014
Experience
Current
April 13, 2019 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: N 1817 N Lakes Place Ste 100, Meridian, ID 83646RIA
CRD#: 170602
Meridian, ID
Past
April 1, 2011 - May 10, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
MERIDIAN, ID
Past
April 1, 2011 - May 10, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
MERIDIAN, ID
Past
October 24, 2007 - April 5, 2011
EDWARD JONES
RIA
CRD#: 250
BOISE, ID
Past
September 26, 2007 - April 5, 2011
EDWARD JONES
BD
CRD#: 250
BOISE, ID
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
Idaho(4/13/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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