AdvisorOS Directory
Claim Profile
BW

Benjamin James Warren

CLEAR CREEK FINANCIAL MANAGEMENT, LLC·SILVERDALE, Washington
Unclaimed Profile
9361 BAYSHORE DRIVE NW, SILVERDALE, WA 98383CRD# 4954801Firm CRD# 170602
01

About

Benjamin James Warren is a registered financial advisor based in SILVERDALE, Washington, affiliated with CLEAR CREEK FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at CLEAR CREEK FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4954801
Firm CRD# 170602
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SILVERDALE?

Browse all registered financial advisors in SILVERDALE, Washington or claim this profile if it's yours.

Browse SILVERDALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SILVERDALE
Brian Sumner Deely — CLEAR CREEK FINANCIAL MANAGEMENT, LLCJoseph John Gates — CLEAR CREEK FINANCIAL MANAGEMENT, LLCMelinda Beth Huish — WATERFRONT FINANCIAL MANAGEMENT LLCCraig Ball Huish — WATERFRONT FINANCIAL MANAGEMENT LLCGarrett Douglas Dastrup — WATERFRONT FINANCIAL MANAGEMENT LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile