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Joseph John Gates

Clear Creek Financial Management, LLC

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About Joseph John Gates

Joseph John Gates is a financial advisor with Clear Creek Financial Management, LLC. Joseph has been in the financial industry for over 15 years, providing financial planning and advisory services to individuals, families, and businesses. He is committed to helping his clients reach their financial goals. Joseph is registered in California, Idaho, Texas, and Washington, and holds Series 7 and 66 securities licenses. Joseph also owns Stack Rock Coffee, LLC and Clear Creek RE Holdings, and has prior experience with Thrivent Investment Management Inc.

Firm Information

Joseph Gates 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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Joseph Gates’s Registration & Firm History

WA

04/25/2014 - Present

Clear Creek Financial Management, LLC (SILVERDALE WA)

WA

03/12/2008 - 04/28/2014

THRIVENT INVESTMENT MANAGEMENT INC. (SILVERDALE WA)

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Licenses & Designations

BOTH

Issued 03/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph John Gates.
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