Unclaimed Profile

Joseph John Gates

CLEAR CREEK FINANCIAL MANAGEMENT, LLC·SILVERDALE, Washington

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

9361 BAYSHORE DRIVE NW, SILVERDALE, WA 98383CRD# 5488617Firm CRD# 170602

Profile Verification

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

Identity

Joseph John Gates · SILVERDALE, WA

Registration

CRD #5488617 · CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Joseph John Gates 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

AUM

$1.2B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5488617

Firm CRD# 170602

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph John Gates offer?

Joseph John Gates specializes in Financial Planning, Investment Management. Contact their office in SILVERDALE, Washington for a consultation.

What are Joseph John Gates's credentials?

Joseph John Gates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph John Gates located?

Joseph John Gates 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 Joseph John Gates charge for services?

Joseph John Gates'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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