GT
CFP · ChFC
GT
CFP · ChFC

Glen Alan Thiessen

41 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,783 clients
Average Client Portfolio
$390K average
Assets Under Management
$1.5B

Fee Structure

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Location

Sammamish, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Glen works as an insurance agent selling life insurance and long-term care policies since 2002. This activity, which is investment-related, takes a few hours per week.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
November 2020 - November 2021 · 1 yr
Securities America Advisors, INC.
November 2020 - November 2021 · 1 yr
Kms Financial Services, INC.Broker
February 2002 - November 2020 · 18 yrs 9 mos
Kms Financial Services, INC
February 2002 - November 2020 · 18 yrs 9 mos
Cuso Financial Services, L.P.Broker
February 2001 - February 2002 · 1 yr
Financial Network Investment CorporationBroker
August 1993 - February 2001 · 7 yrs 6 mos
Nylife Securities INC.Broker
May 1984 - September 1993 · 9 yrs 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Glen Alan Thiessen - Financial Advisor | TrueAdvisor