Kent Lee Owings
Investment adviser representative at Clear Creek Financial Management, LLC
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
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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
12 years in the industry.
- Clear Creek Financial Management, LLCOct 2022 to now
- Clear Creek Financial Management, LLC dba Ironstone FinancialOct 2022 to now
- Tree City Advisors, LLC.Apr 2020 to Oct 2022
- Thrivent FinancialJul 2014 to Apr 2020
- Thrivent Investment Management IncMar 2014 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6285787
- Firm CRD
- 170602