William
Boomer
Clear Creek Financial Management, LLC
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About this Advisor
William Boomer is a financial advisor who works in Silverdale, Washington with 1 year of industry experience. Boomer works at Clear Creek Financial Management, LLC. The advisor has gained experience at Thrifty Scotsman, The Coeur D'Alene Resort, Regal, Cintennial Media, Northwestern Mutual, Clear Creek Financial Management, LLC and Student. Boomer maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Idaho and Washington. Clear Creek Financial Management, LLC is a financial advisory company that has its headquarters in Silverdale, WA. It has offices in 20 locations and a total of 37 people on staff. It handles $901 million in assets among its 4,682 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 4,682 accounts, 34% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers 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. Fees for financial management largely vary depending on the financial services. Fees charged by Clear Creek Financial Management, LLC most likely include any 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
William Boomer Work History
William has been registered as a financial advisor for 1 years.*
Clear Creek Financial Management, LLC
Northwestern Mutual
Cintennial Media
Regal
The Coeur D'Alene Resort
Thrifty Scotsman
Student
*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 William Boomer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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