David Morrison
David Morrison is a CFP-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Silverdale, WA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
9361 Bayshore Drive Nw, Silverdale, WA, 98383
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David owns multiple real estate properties and is an owner of MAM, LLC (a personal service company) and Idaho Brewing Company, LLC (currently not operational). He also sells insurance through TVFP, LLC, dedicating minimal time to it.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.