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CFP
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CFP

Donald Flenniken

Clear Creek Financial Management, LLC
40 Years of Experience
Swartz Creek, MI
1 DisclosureSells Insurance
View SEC Summary
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Donald Flenniken is a CFP-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Swartz Creek, MI, with 40 years of industry experience. Donald 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.

Clear Creek Financial Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
4,003 clients
Average Client Portfolio
$464K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 1981
Final
View Full SEC ReportHow 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 8 mos
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
MI
Advisor

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
No exam information available for this advisor.
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