AdFi
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CLEAR CREEK FINANCIAL MANAGEMENT, LLC

SEC Registered

Your Money. Our Know-How.

SILVERDALE, WAhttps://jackthomasfinancial.com(360) 308-8239
Assets Under Management
$1B–$5B
Employees
91
Office Locations
19 offices
Total Accounts
9428

About the firm

Jack Thomas Financial is an independent, fee-based fiduciary advisory firm based in Boise, ID, legally and ethically committed to putting clients' best interests first. The firm provides transparent, unbiased financial guidance and works closely with clients to match investment strategy with individual needs.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/MunicipalInsurance Companies

Areas of expertise

Retirement PlanningInvestment ManagementFee-based FiduciaryFinancial PlanningDebt ManagementEstate PlanningRisk ManagementGoal-setting

Services

Financial advice including goal-setting, risk management, and growth focus; retirement planning; debt management; and estate planning to protect assets for the future.

Who they serve

Individuals at any stage of their financial journey, including those just starting to think about investing, those currently building retirement wealth, and existing retirees.

Client segmentClientsAssets managed
Individuals (Non-HNW)3,483$844M
High Net Worth Individuals481$961M

10 total clients reported on Form ADV.

Leadership

Benjamin James Warren
MANAGING MEMBER
Brian Sumner Deely
MANAGING MEMBER
Joseph John Gates
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Office locations

19 offices in 6 states
WA
SILVERDALEHQ
ID
COEUR D'alene
ID
MERIDIAN
ID
MERIDIAN
OH
LAKE OSWEGO
WA
LANGLEY
WA
SILVERDALE
ID
MERIDIAN
ID
MERIDIAN
CO
LAKEWOOD
ID
BOISE
MI
SWARTZ CREEK
MN
MINNEAPOLIS
ID
BOISE
ID
BOISE
WA
REDMOND
CO
GRANITE BAY
WA
SILVERDALE
ID
TWIN FALLS

Advisors at this firm

49 advisors in the directory

Matt Amick
Investment Adviser Representative
Investment Adviser Rep
Jonathan Tyler Belnap
Investment Adviser Representative
Dual-registered
Morgan Brown
Investment Adviser Representative
Investment Adviser Rep
Jason Todd Childers
Investment Adviser Representative
Dual-registered
Patrick D Collins
Investment Adviser Representative
Dual-registered
Stephen Russell Coupe
Investment Adviser Representative
Dual-registered
Brian Sumner Deely
Investment Adviser Representative
Dual-registered
Boris Dragan Desancic
Investment Adviser Representative
Dual-registered
Eric Flynn Dugan
Investment Adviser Representative
Investment Adviser Rep
Stephen Daunt Dunne
Investment Adviser Representative
Dual-registered
Eugene A. Delarosa
Investment Adviser Representative
Dual-registered
Justin Dillan Egbert
Investment Adviser Representative
Investment Adviser Rep
Donald Gordon Flenniken
Investment Adviser Representative
Investment Adviser Rep
Kendell Wesley Frye
Investment Adviser Representative
Investment Adviser Rep
Joseph John Gates
Investment Adviser Representative
Dual-registered
Jeremy Lee Guay
Investment Adviser Representative
Dual-registered
Oliver Grimard
Investment Adviser Representative
Investment Adviser Rep
William T. Harder
Investment Adviser Representative
Dual-registered
Kimberly Diane Harris
Investment Adviser Representative
Dual-registered
Phillip E Harris
Investment Adviser Representative
Dual-registered
Anthony Michael Higgins
Investment Adviser Representative
Investment Adviser Rep
Matthew Cannon Jones
Investment Adviser Representative
Investment Adviser Rep
Matthew H Koehler
Investment Adviser Representative
Dual-registered
Evan Murphy Keech
Investment Adviser Representative
Investment Adviser Rep
Jason Nicholas Kelley
Investment Adviser Representative
Investment Adviser Rep
Kenneth L Lindquist
Investment Adviser Representative
Investment Adviser Rep
Bruno Melo Marques
Investment Adviser Representative
Dual-registered
Scott Mecham
Investment Adviser Representative
Dual-registered
David Bruce Morrison
Investment Adviser Representative
Dual-registered
Dustin Ryan Michaelson
Investment Adviser Representative
Dual-registered
Jacob Nye
Investment Adviser Representative
Investment Adviser Rep
Terrance Edward Oneil
Investment Adviser Representative
Dual-registered
Kent Lee Owings
Investment Adviser Representative
Dual-registered
Todd Patrick Pizzuti
Investment Adviser Representative
Dual-registered
Jared Brant Reese
Investment Adviser Representative
Dual-registered
Laurence H Schiffman
Investment Adviser Representative
Dual-registered
Steven Jay Silver
Investment Adviser Representative
Dual-registered
Jason Edward Skifstad
Investment Adviser Representative
Dual-registered
David Leroy Snelson
Investment Adviser Representative
Dual-registered
Christopher Michael Shuba
Investment Adviser Representative
Dual-registered
Jaeger Skifstad
Investment Adviser Representative
Investment Adviser Rep
Cameron Swindler
Investment Adviser Representative
Investment Adviser Rep
Glen Alan Thiessen
Investment Adviser Representative
Dual-registered
Jack Thomas
Investment Adviser Representative
Dual-registered
Benjamin James Warren
Investment Adviser Representative
Dual-registered
Sean Charles West
Investment Adviser Representative
Dual-registered
Kevin Wiley
Investment Adviser Representative
Dual-registered
Elizabeth K Williams
Investment Adviser Representative
Investment Adviser Rep
Eric Allen Woodraska
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#170602
SEC Number
801-111778
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEAR CREEK FINANCIAL MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.

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