Christopher
Shuba
Clear Creek Financial Management, LLC
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About this Advisor
Christopher Shuba is a financial advisor based in Loomis, California who has 6 years of relevant experience. Shuba currently works for Clear Creek Financial Management, LLC. Over the course of their career, they have held roles at Columbia Management Investment Distributors Inc, Westlake, Grahl And Glover, Helios Quantitative Research and Clear Creek Financial Management. Shuba holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in California. Clear Creek Financial Management, LLC is a financial advisory business headquartered in Silverdale, WA. The firm has offices in 20 locations and a total of 37 people on staff. It has $901 million in assets under management among its 4,682 accounts, making it one of the bigger firms in the United States by assets under management. Of its 4,682 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets. Clear Creek Financial Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on the type of services provided. However, fees billed by Clear Creek Financial Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Creek Financial Management, LLC Brokerage Details
$901,224,063
37
4,682
$192,487
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christopher Shuba Work History
Christopher has been registered as a financial advisor for 6 years.*
Clear Creek Financial Management
Helios Quantitative Research
Westlake, Grahl And Glover
Columbia Management Investment Distributors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Shuba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clear Creek Financial Management, LLC
Silverdale, WA
Loomis, CA
Silverdale, WA
Silverdale, WA
Silverdale, WA
Denver, CO
Langley, WA
Meridian, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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