David Snelson
David Snelson is a registered investment advisor at Clear Creek Financial Management, LLC, based in Twin Falls, ID, with 17 years of industry experience. David 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
488 Blue Lakes Blvd N, Ste. 107, Twin Falls, ID, 83301
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in fixed insurance sales and is a member of DLS, LLC, a real estate holding company. He also holds multiple positions within St. Luke's Health System and its foundation, including director and chairman roles, dedicating minimal time to each.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Financial Services, INC.Broker
Signator Financial Services, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Metlife Securities INC.
Metlife Securities 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.