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Bruno Melo Marques

Clear Creek Financial Management, LLC

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About Bruno Melo Marques

Bruno Marques is a financial advisor with over 13 years of experience in the financial services industry. Bruno currently works for Clear Creek Financial Management, LLC, a firm with a strong focus on providing financial planning, investment management, and pension consulting services to a diverse clientele. Bruno is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Bruno specializes in working with high-net-worth individuals, corporations, and charitable organizations. Prior to joining Clear Creek Financial Management, LLC, Bruno worked for Ameriprise Financial Services, Inc. and IDS Life Insurance Company.

Firm Information

Bruno Marques is currently registered with Clear Creek Financial Management, LLC. Clear Creek Financial Management, LLC is a financial advisor based in Silverdale, WA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. They have approximately $1.18 billion in regulatory assets under management.
Clear Creek Financial Management, LLC

9361 BAYSHORE DRIVE NW

SILVERDALE, WA 98383

$1.18B

Assets Under Management

15

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruno Marques’s Registration & Firm History

WA

08/12/2016 - Present

Clear Creek Financial Management, LLC (SILVERDALE WA)

ID

11/19/2003 - 05/23/2016

AMERIPRISE FINANCIAL SERVICES, INC. (BOISE ID)

MN

11/19/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bruno Melo Marques. Review regulatory record here.
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