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CRD#: 169774
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CLEARCREEK SECURITIES, LLC is located at 1165 Delaware Street, Suite 130, Denver, CO 80204 and was first established at Denver, Colorado in 09/11/2013. After operating for 12 years, CLEARCREEK SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CLEARCREEK SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CLEARCREEK SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CLEARCREEK SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CLEARCREEK SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CLEARCREEK SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CLEARCREEK SECURITIES, LLC Comes From

Understanding the Statistics for CLEARCREEK SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1165 Delaware Street, Suite 130, Denver, CO 80204
Mailing Address
1165 Delaware Street, Suite 130, Denver, CO 80204
Firm Size
Small
Phone Number
(303) 383-1100
Established
Colorado since 09/11/2013
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CLEARCREEK PARTNERS, LLCMEMBER
KINZER, CAROL ANNFINOP4519471
OOMS, CASPAR ALEXANDERCEO AND CHIEF COMPLIANCE OFFICER5002938

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Advisor's working at CLEARCREEK SECURITIES, LLC

SD

Sean Deson

RR
CRD#: 1963451
Location:
Salt Lake City, UT 84111
Company:
CLEARCREEK SECURITIES, LLC
Disclosures:
Experience:
35 years
View Profile
CK

Carol Ann Kinzer

RR
CRD#: 4519471
Location:
San Francisco, CA 94114-3775
Company:
VAQUERO CAPITAL LLC
Disclosures:
Experience:
23 years
View Profile
SK

Shaun Kalnasy

RR
CRD#: 5384331
Location:
Salt Lake City, UT 84111
Company:
CLEARCREEK SECURITIES, LLC
Disclosures:
Experience:
18 years
View Profile
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