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Laurence H Schiffman

Clear Creek Financial Management, LLC

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About Laurence H Schiffman

Laurence Schiffman is a financial advisor at Clear Creek Financial Management, LLC. Laurence has been in the industry since 2006 and is registered with the state of Colorado. Laurence holds a Certified Financial Planner designation. The firm offers advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.

Firm Information

Laurence Schiffman 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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Laurence Schiffman’s Registration & Firm History

WA

07/31/2019 - Present

Clear Creek Financial Management, LLC (SILVERDALE WA)

CO

11/30/2006 - 08/01/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 06/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/29/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurence H Schiffman.
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