Donald Gordon Flenniken

CFP

39 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Clear Creek Financial Management, LLC

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

Location

2029 S Elms Rd, Building A, Ste 106, Swartz Creek, MI, 48473

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History

Regulatory History (1)

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Regulatory

March 1981

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Donald is an independent insurance agent since 1977 and also sells fixed insurance. He also works as an advisor rep for Harvest Investment Services, LLC, and dedicates about 10-20% of his time to investment advisory.

Employment History

Current Registrations

Clear Creek Financial Management, LLC

February 2021 - Present · 5 yrs

Previous Registrations

Harvest Investment Services, LLC

June 2012 - March 2021 · 8 yrs 9 mos

Investment Advisors

April 2010 - December 2017 · 7 yrs 8 mos

Proequities, INC.Broker

January 2002 - December 2017 · 15 yrs 11 mos

Vestax Securities CorporationBroker

June 1997 - December 2001 · 4 yrs 6 mos

Capital Analysts, IncorporatedBroker

November 1992 - May 1997 · 4 yrs 6 mos

Mariner Financial Services, INC.Broker

December 1986 - November 1992 · 5 yrs 11 mos

American Capital Financial Services, INC.Broker

May 1986 - December 1986 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.