Donald Flenniken
Donald Flenniken is a CFP-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Swartz Creek, MI, with 39 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
2029 S Elms Rd, Building A, Ste 106, Swartz Creek, MI, 48473
Get directionsHistory
Regulatory History (1)
Regulatory
March 1981Other 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
Previous Registrations
Harvest Investment Services, LLC
Investment Advisors
Proequities, INC.Broker
Vestax Securities CorporationBroker
Capital Analysts, IncorporatedBroker
Mariner Financial Services, INC.Broker
American Capital Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.