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CLEARWATER FINANCIAL PLANNING

LEWISTON, ID · CRD 344096 · IAPD ↗ · clearwaterfinancialplanning.net · 208-746-3270

$0Regulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
October 2026 — CLEARWATER FINANCIAL PLANNING (LEWISTON, ID) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.