Unclaimed Profile

Benjamin James Warren

CLEAR CREEK FINANCIAL MANAGEMENT, LLC·SILVERDALE, Washington

Series 6, Series 7, Series 63, Series 66CFPClean record20 years registeredCLEAR CREEK FINANCIAL MANAGEMENT, LLC

9361 BAYSHORE DRIVE NW, SILVERDALE, WA 98383CRD# 4954801Firm CRD# 170602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin James Warren · SILVERDALE, WA

Registration

CRD #4954801 · CLEAR CREEK FINANCIAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Apr 2014 – present

EVERGREEN WEALTH MANAGEMENT SERVICES, INC.

Feb 2017 – May 2018

Silverdale, WA

THRIVENT INVESTMENT MANAGEMENT INC.

Jan 2006 – Apr 2014

SILVERDALE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 30, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

CRD 170602 · SEC 801-111778

AUM

$1.2B

Regulatory assets under management

Employees

7,901 client accounts

Services offered by CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CLEAR CREEK FINANCIAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin James Warren offer?

Benjamin James Warren specializes in Financial Planning, Investment Management. Contact their office in SILVERDALE, Washington for a consultation.

What are Benjamin James Warren's credentials?

Benjamin James Warren holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Benjamin James Warren located?

Benjamin James Warren is based in SILVERDALE, Washington, working with CLEAR CREEK FINANCIAL MANAGEMENT, LLC. Their office serves clients in the SILVERDALE metropolitan area and surrounding communities.

How does Benjamin James Warren charge for services?

Benjamin James Warren's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEAR CREEK FINANCIAL MANAGEMENT, LLC?

CLEAR CREEK FINANCIAL MANAGEMENT, LLC has approximately 35 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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