DM
DM

Dustin Ryan Michaelson

12 Years of Experience
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

9361 Bayshore Drive Nw, Silverdale, WA, 98383

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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 Activities

Dustin is the owner of Michaelson Group, a financial consulting business, since 2022. This takes about 10-20% of his time.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Thrivent Investment Management INC.
December 2018 - March 2023 · 4 yrs 3 mos
Thrivent Investment Management INC.Broker
December 2018 - March 2023 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLC
April 2013 - August 2018 · 5 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2013 - August 2018 · 5 yrs 5 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.