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Jacob Nye

Advisor at Clear Creek Financial Management, LLC

Updated today
Clear Creek Financial Management, LLC logo

Firm

Clear Creek Financial Management, LLC

Location

Meridian, ID 83646

Credentials

Series 65

Industry experience

2 years

About

Jacob Nye is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Treasure Valley Financial Planning, Spire Outsourcing, and Evo Automation. Prior to his advisory career, he spent two years as a missionary. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.

Client services

Based on Clear Creek Financial Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Clear Creek Financial Management, LLC

Options & derivatives strategies Charitable giving & philanthropy Tax strategies for small businesses

Occupation focus

Based on Clear Creek Financial Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning & Consulting: $250 to $100,000; Helios Quantitative Research: $3,500 to $4,000 base + $500 per additional financial advisor per month; Pension Consulting: $750 to $12,000 (charged quarterly)

Project-based

Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour

Location

1817 N Lakes Pl Suite 100

Meridian, ID 83646

Most active in

Idaho

Work history

Clear Creek Financial Management

2023 - Present (3 years)

Treasure Valley Financial Planning

2023 - 2023 (1 year)

Spire Outsourcing

2023 - 2023 (1 year)

Evo Automation

2020 - 2023 (3 years)

Missionary

2018 - 2020 (2 years)

Envi Pest and Lawn

2017 - 2018 (1 year)

Student

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kathleen G

Series 63, Series 66

Bainbridge Island, WA

Gallagher Capital Corp.

Active portfolio management Income planning General retirement planning
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Shai W

Series 65

Suquamish, WA

Shai Weinbaum Investment Management

Active portfolio management
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Gary H

Series 65

Bainbridge Island, WA

Bedfield Asset Management, LLC

Active portfolio management Passive / index investing Concentrated stock management
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Edward L

Series 63

Bainbridge Island, WA

Seattle Asset Management, Inc.

Wealth management Passive / index investing
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Jeremy D

Series 63, Series 65

Port Orchard, WA

Advent Capital Strategies, LLC

Passive / index investing Cash flow / budgeting Debt management

Terry B

CFP®

Port Orchard, WA

BradfordCrane Company LLC

Terry Bradford-Crane, MBA, CFP® is an investment adviser in the states of California and Washington. After graduating from the United States Naval Academy and an accomplished career as an EA-6B Prowler naval flight officer, she began her career as a financial adviser with Merrill Lynch in Oxnard, California. As a financial adviser and certified financial manager with Merrill Lynch, Mrs. Bradford-Crane managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004, Mrs. Bradford-Crane established BradfordCrane Company as a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the "art" of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals as a service to her community. Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. Mrs. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Mrs. Bradford-Crane also a co-owner and financial officer of Allied Approach Group, LLC, an aviation test and evaluation company.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Self-Employed Young Professionals
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