Kimberly
Harris
Clear Creek Financial Management, LLC
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About this Advisor
Kimberly Harris is a financial advisor working in Silverdale, Washington with 2 years of relevant experience. Harris currently works for Clear Creek Financial Management, LLC. Harris has gained experience at Kms Financial Services, Inc, Securities America, Inc, Securities America Advisors, Inc, Arbor Point Advisors and Clear Creek Financial Management, LLC. Harris maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Idaho. Clear Creek Financial Management, LLC is a financial advisory company based in Silverdale, WA. The investment advisory business has offices in 20 locations and a total of 37 financial advisors. It oversees $901 million in assets under management across its 4,682 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 4,682 accounts, 34% belong to high-net-worth clients who have greater than $1 million in assets. The company provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on which service is provided. However, fee types charged by Clear Creek Financial Management, LLC may include some combination of 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
Kimberly Harris Work History
Kimberly has been registered as a financial advisor for 2 years.*
Clear Creek Financial Management, LLC
Securities America, Inc
Securities America Advisors, Inc
Arbor Point Advisors
Kms Financial Services, 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 Kimberly Harris 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
Silverdale, WA
Silverdale, WA
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Loomis, CA
Meridian, ID
Denver, CO
Langley, WA
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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