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Glen T
CFP®, ChFC®, Series 63, Series 65
Silverdale, WA
Clear Creek Financial Management, LLC
Glen Thiessen is a CFP® and ChFC® with 42 years of industry experience. He currently works at Clear Creek Financial Management, LLC and has held positions at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. Since 2002, he has also been involved in insurance sales, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a variety of investment strategies supported by regular portfolio reviews and quantitative analysis.
Matt A
Series 63, Series 65
Silverdale, WA
Clear Creek Financial Management, LLC
Matt Amick is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Clear Creek Financial Management in 2025, he worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co from 2017 to 2025. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its quantitative research division, Helios Quantitative Research, while employing a broad range of investment strategies and quarterly portfolio reviews.
Jason S
Series 66
Silverdale, WA
Clear Creek Financial Management, LLC
Jason Skifstad is a financial advisor at Clear Creek Financial Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2020. Prior to that, he spent eight years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved in rental property management. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, combining fundamental, technical, and cyclical analyses with a variety of investment strategies.
William H
CFP®, Series 66
Silverdale, WA
Clear Creek Financial Management, LLC
William Harder is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Clear Creek Financial Management, LLC since 2024, following an 11-year tenure at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, he assists with office and financial matters for a single-physician locum tenens practice run by his wife. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes, combined with regular portfolio review and rebalancing.
Evan K
Series 65
Silverdale, WA
Clear Creek Financial Management, LLC
Evan Keech is a Series 65-registered financial advisor with Clear Creek Financial Management, LLC, where he has worked since 2021. He has five years of industry experience, including a five-year tenure at Alitheon, Inc. Outside of his advisory role, he is involved with Kaperra Capital, LLC, an entity that receives payment from Ascent. Clear Creek Financial Management serves individual and institutional clients, offering asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies and conducts regular portfolio reviews and rebalancing.
Kevin W
Series 66
Silverdale, WA
Clear Creek Financial Management, LLC
Kevin Wiley is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at WileyBaird and several financial services and insurance firms. Outside of his advisory role, Wiley serves as CEO of Dental AI, a company providing certified AI database information and devices. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research arm, employing a diverse investment approach with continuous portfolio supervision and multiple strategies.
Kenneth L
Series 65, Series 63
Silverdale, WA
Clear Creek Financial Management, LLC
Kenneth Lindquist is a financial advisor with Clear Creek Financial Management, LLC, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, previously working at New York Life and NYLIFE Securities LLC. Prior to his financial career, he spent 16 years at Comcast Technology Solutions. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a multifaceted investment approach with continuous account supervision and incorporates both traditional and algorithm-based strategies.
Morgan B
Series 65
Silverdale, WA
Clear Creek Financial Management, LLC
Morgan Brown is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, Brown is the owner and operator of Tap Line Cleaners, a business that cleans and maintains beer tap lines in restaurants and bars. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial and pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a diverse investment approach with continuous account supervision and portfolio reviews.
Terrance O
Series 66
Silverdale, WA
Clear Creek Financial Management, LLC
Terrance Oneil is a financial advisor at Clear Creek Financial Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Financial Advocates Investment Management, Morgan Stanley, and Citigroup Global Markets. He has been with Clear Creek Financial Management since 2015, currently serving in a multi-team environment. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, with continuous account supervision and quarterly portfolio reviews.
Jaeger S
Series 65
Silverdale, WA
Clear Creek Financial Management, LLC
Jaeger Skifstad is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Green Jay Financial Advisors and managed the 19th Hole Bar & Grill. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering comprehensive asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment strategies and maintains a quantitative consulting division that supports both internal and external clients.
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