Glen Thiessen
Glen Thiessen is a CFP, ChFC-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Sammamish, WA, with 42 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,003 clients with $1.9B 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% |
Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.
Fee Estimator
Location
Sammamish, WA
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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
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
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Cuso Financial Services, L.P.Broker
Financial Network Investment CorporationBroker
Nylife 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.
Exams
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