Advisor at Clear Creek Financial Management, LLC
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Firm
Clear Creek Financial Management, LLC
Location
Meridian, ID 83642
Credentials
Series 66
Industry experience
25 years
Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Arbor Point Advisors, Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Harris serves as the treasurer and board member of the Idaho Women's Financial Conference Inc., which focuses on educating women in financial matters. 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, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction with a blend of fundamental, technical, and cyclical analysis.
Based on Clear Creek Financial Management, LLC
Based on Clear Creek Financial Management, LLC
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)
Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour
1739 S Jade Way, Ste 100
Meridian, ID 83642
Idaho
Clear Creek Financial Management, LLC
2021 - Present (5 years)
Arbor Point Advisors
2020 - 2021 (1 year)
Securities America Advisors, Inc.
2020 - 2021 (1 year)
Securities America, inc.
2020 - 2021 (1 year)
Kms Financial Services, Inc
2009 - 2020 (11 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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