Evan
Keech
Clear Creek Financial Management, LLC
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About this Advisor
Evan Keech is a financial advisor based out of Redmond, Washington with a total of 2 years of relevant experience. Keech is on the advisory team at Clear Creek Financial Management, LLC. Keech has gained experience at Cardiac Dimensions, Inc, Alitheon, Inc and Clear Creek Financial Management, LLC. Keech holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Washington. Clear Creek Financial Management, LLC is an advisory company that has its headquarters in Silverdale, WA. The firm has offices in 20 locations and a total of 37 financial advisors. It manages $901 million in assets between its 4,682 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 4,682 accounts, 34% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a broad set 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 are based on which services the firm provides the client. However, fee types charged by Clear Creek Financial Management, LLC can consist 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
Evan Keech Work History
Evan has been registered as a financial advisor for 2 years.*
Clear Creek Financial Management, LLC
Alitheon, Inc
Cardiac Dimensions, 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 Evan Keech 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
Loomis, CA
Silverdale, WA
Silverdale, WA
Denver, CO
Meridian, ID
Loomis, CA
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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