Kenneth L Lindquist
Investment Adviser Representative at Clear Creek Financial Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kenneth L. Lindquist is an investment adviser representative with Clear Creek Financial Management, LLC in Silverdale, WA, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Nylife Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Washington.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- New York LifeMar 2025 – Jun 2025Tacoma, WA
- UnemployedDec 2023 – Feb 2025Tacoma, WA
- Comcast Technology SolutionsJul 2007 – Dec 2023Pennsylvania, PA
- NYLIFE Securities LLC.May 2025 – Jun 2025Tacoma, WA
- UnemployedJun 2025 – Jun 2026Tacoma, WA
- Clear Creek Financial Management, LLCJul 2026 – no end date reportedBoise, ID
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Clear Creek Financial Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advice including goal-setting, risk management, and growth focus; retirement planning; debt management; and estate planning to protect assets for the future.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 49
- Offices listed on AdvisorFinder:
- 19
- Main office:
- Silverdale, WA
- SEC file number:
- 801-111778
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at Clear Creek Financial Management, LLC
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth L Lindquist has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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