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Patrick D Collins

Clear Creek Financial Management, LLC

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About Patrick D Collins

Patrick Collins is an investment advisor representative with Clear Creek Financial Management, LLC in Meridian, Idaho. Patrick has been in the financial services industry since 2010. Patrick also holds a Series 66 license and is a Managing Member of Ortigara LLC. Patrick has experience working with individuals, high net worth individuals, corporations and charitable organizations. Clear Creek Financial Management, LLC is a registered investment adviser with the Securities and Exchange Commission. The firm provides financial planning, portfolio management, and pension consulting services.

Firm Information

Patrick Collins 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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Patrick Collins’s Registration & Firm History

ID

08/04/2017 - Present

Clear Creek Financial Management, LLC (Meridian ID)

ID

09/13/2013 - 08/16/2017

AMERIPRISE FINANCIAL SERVICES, INC. (BOISE ID)

ID

01/20/2010 - 09/19/2013

WADDELL & REED, INC. (BOISE ID)

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Licenses & Designations

BOTH

Issued 02/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick D Collins.
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