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Eric Flynn Dugan

13 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

776 E Riverside Dr, Ste 150, Eagle, ID, 83616

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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

Eric may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2012 - September 2023 · 11 yrs
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.