DM
Dustin R. Michaelson
CLEAR CREEK FINANCIAL MANAGEMENT
Meridian, ID 83642
Some features on this profile are disabled
CRD#: 6159310
DM
Professional summary
Dustin Ryan Michaelson is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Meridian, Idaho.
Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Dustin has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
Michaelson Group; Investment related; office address; Financial consulting; Owner; 1 2022; 15 hours per month; 1-2 hours during trading hours; financial consulting clients
CRS (Client Relationship Summary) - RIA
Click below to view Dustin Ryan Michaelson'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 6, 2023 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: 1120 S Rackham Way, Suite 300, Meridian, ID 83642RIA
CRD#: 170602
Meridian, ID
Past
December 26, 2018 - March 7, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
MERIDIAN, ID
Past
December 26, 2018 - March 7, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MERIDIAN, ID
Past
April 9, 2013 - August 21, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BOISE, ID
Past
March 15, 2013 - August 21, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
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(3/6/2023)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
