Unclaimed Profile

Joseph John Gates

CLEAR CREEK FINANCIAL MANAGEMENT, LLC·SILVERDALE, Washington

Series 7, Series 66Clean record18 years registeredCLEAR 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 · 18 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.

Mar 2008 – Apr 2014

SILVERDALE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 26, 2008

Years registered · 18

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

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

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 Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →