Eric Allen Woodraska
Investment adviser representative at Clear Creek Financial Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Clear Creek Financial Management, LLCAug 2023 to now
- Foreside Fund Services, LLCAug 2022 to May 2023
- Harborside Sales Group, LLCAug 2022 to May 2023
- Lokation Real EstateJul 2021 to Aug 2022
- Hancock WhitneyOct 2018 to Jul 2021
- American National Insurance CompanyOct 2015 to Oct 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Clear Creek Financial Management, LLC
$1.9BAssets managed
4,003Clients
43Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6128896
- Firm CRD
- 170602