Meridian, ID S Jade Way Office
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Clear Creek Financial Management, LLC
Multi-team
Firm-wide stats for Clear Creek Financial Management, LLC
About
Clear Creek Financial Management serves individuals (including high-net-worth clients), employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers asset management, financial planning and consulting, pension consulting, referrals to third-party money managers, algorithmic consulting through Helios Quantitative Research, and an industry newsletter.
The firm emphasizes continuous, individualized account supervision and constructs portfolios across stocks, bonds, ETFs, options, mutual funds and select private securities, with at least quarterly reviews and rebalancing. Its investment process uses fundamental, technical and cyclical analysis and employs a wide range of strategies—from long-term holdings to trading, option writing, short sales and margin—while Helios provides algorithm-based modeling and implementation consulting that can be integrated into client solutions or licensed to other advisers.
Noteworthy distinctions include a quantitative consulting arm owned by firm representatives (Helios) that provides algorithmic research and implementation support to other advisers, and a publicly available educational newsletter on market and economic topics that does not deliver individualized investment recommendations. The firm also arranges ancillary third‑party services—such as referrals to outside money managers and separate class‑action claim administration—organized separately from its core advisory services.
Expertise
Location
1739 S Jade Way, Ste 100
Meridian ID 83642
Advisors at this office
3
Advisors at this office
Cameron S
Series 65
Meridian, ID
Clear Creek Financial Management, LLC
Cameron Swindler is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 65 credential and two years of industry experience. Before joining Clear Creek in 2023, he worked at Alliance Defending Freedom across multiple periods between 2018 and 2023. Outside of his advisory role, he plays the bagpipes for tips and serves in a non-voting advisory capacity on the investment and finance committee for The Schreckengost Future of Care Foundation. 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 consulting through its Helios Quantitative Research division. The firm employs a range of investment strategies with ongoing, individualized supervision and offers educational resources as well as referral services.
Kimberly H
Series 66
Meridian, ID
Clear Creek Financial Management, LLC
Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Kms Financial Services, Inc. and Arbor Point Advisors. Harris serves as treasurer on the board of the Idaho Women's Financial Conference Inc., an organization focused on educating women about financial matters. 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 quantitative research arm, Helios Quantitative Research.
Phillip H
Series 66
Meridian, ID
Clear Creek Financial Management, LLC
Phillip Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. He holds a Series 66 credential and previously worked at Arbor Point Advisors, Securities America Advisors, Securities America, Inc., and Kms Financial Services, Inc. Clear Creek Financial Management serves high-net-worth individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, using a range of investment strategies and regular portfolio reviews.
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