William Gatling Brossman
Investment adviser representative at Clear Creek Advisors
11 yearsExperience
1 stateRegistered in
$722.5MFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Clear Creek AdvisorsFeb 2023 to now
- Catalyst Retirement AdvisorsJul 2020 to Jan 2023
- Kestra Advisory Services, LLCJul 2020 to Jan 2023
- Kestra Investment Services, LLCJul 2020 to Jan 2023
- MML Investors ServicesFeb 2020 to Jul 2020
- Mass Mutual Life Insurance CompanyJan 2020 to Jul 2020
- Securities America, Inc.Oct 2019 to Jan 2020
- Aggregate Wealth ManagementJul 2019 to Jan 2020
- University of AlabamaAug 2018 to Jul 2019
- Spirit Realty CapitalMay 2018 to Aug 2018
- University of AlabamaAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Clear Creek Advisors
Legal name: Clear Creek Wealth Management, LLC
$722.5MAssets managed
483Clients
9Advisers
7 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
- 7096826
- Firm CRD
- 288335