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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Wiley is a financial advisor at Clear Creek Financial Management, LLC in Silverdale, WA. Kevin has been in the industry since 2010 and has a Series 66, Series 7, and Series 24 license. Kevin specializes in financial planning, pension consulting, and educational seminars. Kevin works with a range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Kevin has previously worked at Waddell & Reed, Ameriprise Financial Services, Inc., and Morgan Stanley.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
03/08/2019 - Present
Clear Creek Financial Management, LLC (SILVERDALE WA)
WA
01/13/2017 - 02/04/2019
WADDELL & REED (SILVERDALE WA)
WA
02/20/2015 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Kingston WA)
WA
05/11/2012 - 01/12/2015
MORGAN STANLEY (SILVERDALE WA)
WA
10/18/2010 - 05/14/2012
EDWARD JONES (SPOKANE WA)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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