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Stephen Russell Coupe

Investment Adviser Representative at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Silverdale, WACRD #2061979Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Washington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 7/12/1990
SIE
Securities Industry Essentials Examination
Passed 4/19/2017
Series 7
General Securities Representative Examination
Passed 3/6/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/13/1990
Series 4
Registered Options Principal Examination
Passed 2/1/2005
Series 24
General Securities Principal Examination
Passed 9/15/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Clear Creek Financial Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLEAR CREEK FINANCIAL MANAGEMENT, LLCCurrent
10/2/2018Silverdale, WA
FIRST ALLIED ADVISORY SERVICES, INC.
7/2/20124/19/2017Silverdale, WA
FIRST ALLIED SECURITIES, INC.
12/9/20087/2/2012Silverdale, WA
FIRST MONTAUK SECURITIES CORP.
7/28/200612/9/2008Silverdale, WA
PACIFIC NORTHWEST ASSET MANAGEMENT, INC.
5/24/200710/22/2008Silverdale, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Russell Coupe 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.

Stephen Russell Coupe - Financial Advisor in Silverdale, WA | AdvisorFinder