Oliver Grimard
Investment adviser representative at Clear Creek Financial Management, LLC
16 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
Are you Oliver Grimard? Claim your profile
Contact this firm
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
16 years in the industry.
- Clear Creek Financial Management, LLCJul 2022 to now
- Grow Holdings, LLCApr 2019 to now
- Aqua ScienceMay 2017 to Apr 2019
- StudentAug 2010 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7596180
- Firm CRD
- 170602