KW
Kevin Wiley
CLEAR CREEK FINANCIAL MANAGEMENT
Silverdale, WA 98383
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CRD#: 5842957
KW
Professional summary
Kevin Wiley is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Silverdale, Washington.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kevin has worked at 5 firms and has passed the Series 66, SIE, Series 7 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.
Dental AI; not investment-related; 9361 Bay Shore Dr NW Silverdale WA 98383; Dental AI Provide certified AI Database information and devices related to the information to companies; CEO all operations and activities related to the company; Sep 18 2024; 4 hours per month, none during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Wiley'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
March 8, 2019 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: 9361 Bayshore Drive Nw, Silverdale, WA 98383RIA
CRD#: 170602
Silverdale, WA
Past
January 13, 2017 - February 4, 2019
WADDELL & REED
RIA
CRD#: 866
SILVERDALE, WA
Past
January 13, 2017 - February 4, 2019
WADDELL & REED
BD
CRD#: 866
SILVERDALE, WA
Past
February 20, 2015 - January 18, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Kingston, WA
Past
February 20, 2015 - January 18, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Kingston, WA
Past
May 11, 2012 - January 12, 2015
MORGAN STANLEY
RIA
CRD#: 149777
SILVERDALE, WA
Past
May 11, 2012 - January 12, 2015
MORGAN STANLEY
BD
CRD#: 149777
SILVERDALE, WA
Past
November 1, 2010 - May 14, 2012
EDWARD JONES
RIA
CRD#: 250
SPOKANE, WA
Past
October 18, 2010 - May 14, 2012
EDWARD JONES
BD
CRD#: 250
SPOKANE, WA
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(3/8/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
