Sean
West
Clear Creek Financial Management, LLC
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About this Advisor
Sean West is a certified financial planner operating in Meridian, Idaho, who has 4 years of relevant experience. West currently works for Clear Creek Financial Management, LLC. Over the course of their career, they have held roles at Lpl Financial LLC and Clear Creek Financial Management, LLC. West holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Idaho and Washington. Clear Creek Financial Management, LLC is a company that has its headquarters in Silverdale, WA. It has offices in 20 locations and a total of 37 advisors. It has $901 million in assets under management across its 4,682 client accounts, placing it among the bigger firms in the country by assets under management. Of its 4,682 accounts, 34% are associated with high-net-worth investors who have at least $1 million in assets. The firm provides a number 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. Financial advisory fees typically vary depending on the type of financial services. Fees charged by Clear Creek Financial Management, LLC likely are comprised 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
Sean West Work History
Sean has been registered as a financial advisor for 4 years.*
Clear Creek Financial Management, LLC
Lpl Financial LLC
*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 Sean West 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
Loomis, CA
Silverdale, WA
Meridian, ID
Loomis, CA
Denver, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
