DS
David L. Snelson
CLEAR CREEK FINANCIAL MANAGEMENT
Twin Falls, ID 83301
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CRD#: 5426905
DS
Professional summary
David Leroy Snelson, AIF® is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Twin Falls, Idaho.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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. FIXED INSURANCE SALES; INVESTMENT RELATED. 2. DLS, LLC; MEMBER; REAL ESTATE HOLDING COMPANY; NON-INVESTMENT RELATED. 3. ST. LUKE'S MAGIC VALLEY HEALTH FOUNDATION; DIRECTOR OF 501C3, START 2/2014; 2 HRS/MO, ALL DURING SECURITIES TRADING HOURS; ON PANEL THAT OVERSEE/APPROVE/DISAPPROVE RECOMMENDATIONS BY VARIOUS COMMITTEES; NON-SECURITIES RELATED, NO COMPENSATION. 4. Chairman - Charitable Org at St. Luke's Hospital Foundation 420 West Idaho Street Boise, ID 83702, start 8/23/16, approx 2 hrs mo, 2 hrs trading. 5. Rural Economic Development Committee; Oversees the duties of the Executive Director, approves finances, acts as Board Chair in the absence of the Chairman; Not investment related; start July 2018; Devotes 2-4 hours per month, 1 hour per month during trading. 6. St Luke's Health System; not investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Director on System Board; 1/1/2025; 32 hours per month, 2 hours during trading hours; no compensation 7. St Luke's Health System; not investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Member of the St Luke's Audit, Risk & Compliance Committee; 1/1/2023; 1 hours per month, 0 hours during trading hours; no compensation 8. St Luke's Health System; investment related; St Luke's Plaza 720-800 E. Park Blvd. Boise, ID 83712; Chairman of the St Luke's Health System Foundation Finance Committee; 10/28/2024; 1 hours per month, 0 hours during trading hours; no compensation 9. St Luke's Health System Foundation Umbrella Board; Board member; Oversees systems foundations; 01/2017; 1 hour per month; no compensation.
CRS (Client Relationship Summary) - RIA
Click below to view David Leroy Snelson'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®
Experience
Current
May 20, 2017 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: 488 Blue Lakes Blvd N, Ste. 107, Twin Falls, ID 83301RIA
CRD#: 170602
Twin Falls, ID
Past
December 28, 2015 - May 25, 2017
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
TWIN FALLS, ID
Past
December 28, 2015 - May 25, 2017
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
TWIN FALLS, ID
Past
January 7, 2013 - December 28, 2015
SIGNATOR FINANCIAL SERVICES, INC.
RIA
CRD#: 19061
TWIN FALLS, ID
Past
January 7, 2013 - December 28, 2015
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
TWIN FALLS, ID
Past
January 19, 2010 - December 31, 2012
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
TWIN FALLS, ID
Past
January 19, 2010 - December 31, 2012
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
TWIN FALLS, ID
Past
December 17, 2008 - January 26, 2010
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BUHL, ID
Past
April 30, 2008 - January 26, 2010
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TWIN FALLS, 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(5/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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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