DS
DS

David Leroy Snelson

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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

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Location

488 Blue Lakes Blvd N, Ste. 107, Twin Falls, ID, 83301

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History

Regulatory History
Clean regulatory record

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.

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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
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Signator Investors, INC.Broker
December 2015 - May 2017 · 1 yr 5 mos
Signator Investors, INC.
December 2015 - May 2017 · 1 yr 5 mos
Signator Financial Services, INC.Broker
January 2013 - December 2015 · 2 yrs 11 mos
Signator Financial Services, INC.
January 2013 - December 2015 · 2 yrs 11 mos
Commonwealth Financial Network
January 2010 - December 2012 · 2 yrs 11 mos
Commonwealth Financial NetworkBroker
January 2010 - December 2012 · 2 yrs 11 mos
Metlife Securities INC.
December 2008 - January 2010 · 1 yr 1 mo
Metlife Securities INC.Broker
April 2008 - January 2010 · 1 yr 9 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.