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Donald Gordon Flenniken

Advisor at Clear Creek Financial Management, LLC — Swartz Creek, MI

Updated today

Credentials

CFP®, Series 63

Experience

40 years

Location

Swartz Creek, MI 48473

Clear Creek Financial Management, LLC logo

Clear Creek Financial Management, LLC

Multi-team

Total advisors

45

Across 25 offices

Clients per advisor

88 High

Avg AUM per client

$455,356 Low

HNW client ratio

12% Low

About

Donald Flenniken is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Clear Creek Financial Management since 2021 and previously held positions at Harvest Investment Services and ProEquities, Inc. In addition to his advisory work, he is an independent insurance agent and serves as chairman of the board and finance committee for Riverdale Baptist Church. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities with asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and offers a quantitative consulting arm that provides algorithmic research and implementation to other advisers.

Client services

Based on Clear Creek Financial Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Clear Creek Financial Management, LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Passive / index investing

Occupation focus

Based on Clear Creek Financial Management, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fees generally from $250 to $100,000 (Financial Planning); $750 to $12,000 (Pension Consulting); monthly flat fees $3,500-$4,000 plus $500 per additional financial advisor (Helios Quantitative Research).

Percentage

$0+: up to 1.50% annually (maximum) for Asset Management service $0+: up to 0.20% for Helios Quantitative Research services $0+: up to 1.00% for Pension Consulting services $0+: up to 2.00% for Third Party Money Manager services

Project-based

Up to $350/hour for Financial Planning; $250/hour for Pension Consulting; up to $1,000/hour for Helios Quantitative Research.

Other

Fee-only: Flat fees generally range from $250 to $100,000 for Financial Planning; $750 to $12,000 for Pension Consulting; monthly flat fees $3,500-$4,000 plus $500 per additional advisor for Helios Quantitative Research.

Location

See office

Swartz Creek, MI

2029 S Elms Rd, Building A, Ste 106

Swartz Creek MI 48473

Advisors at this office

1

Most active in

Michigan

Work history

40 years of industry experience

Clear Creek Financial Management

2021 - Present • 5 years

Silverdale, WA

Harvest investment Services, LLC

2012 - 2021 • 9 years

Flint, MI

ProEquities, Inc.

2002 - 2017 • 15 years

Flint, MI

Self Employed/Insurance Agent

1977 - Present • 49 years

Flint, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the sole advisor at Faithful Steward Wealth Management, Inc. in New Lothrup, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Faithful Steward Wealth Management since 2011, following roles at Creative Financial Designs, Inc. and G. A. Repple & Company. Outside of advisory work, he serves as treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management primarily serves individual investors and charitable clients, offering portfolio management, third-party adviser recommendations, and retirement account management. The firm utilizes multiple portfolio platforms, including an actively managed equities and options platform and a faith-based mutual fund platform, combining fundamental and technical analysis with both active and passive strategies.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
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Kenneth S

Series 65

Grand Blanc, MI

Retirement Capital Services LLC

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management and Research Money Management, LLC. Schrauben is also the owner of Equity Pro Shop, LLC. Retirement Capital Services LLC serves individuals and high-net-worth clients by providing portfolio management and financial planning. The firm employs diverse investment strategies, including options and alternative vehicles, and typically manages accounts on a discretionary basis with quarterly reporting.

Options & derivatives strategies Private / alternative investments Real estate investing General retirement planning
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Jacob L

Series 65

Grand Blanc, MI

Wealth for You Financial, LLC

Jacob Loucks is a financial advisor with Wealth for You Financial, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Barnett Financial and Tax, Foguth Financial Group, and various positions outside the financial sector. Wealth For You Financial, LLC offers comprehensive financial planning, consulting, and discretionary portfolio management for individual and high-net-worth clients, utilizing model portfolios and third-party sub-advisers to align with client objectives and risk tolerances. The firm also maintains affiliated insurance and tax businesses and co-manages approximately $65 million in discretionary assets.

General retirement planning General tax planning Cash flow / budgeting
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Lance A

Series 65

Davison, MI

Reliance Asset Management LLC

Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.

Wealth management
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Travis M

Series 65

Davison, MI

Reliance Asset Management LLC

Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gradient Advisors LLC. Outside of his advisory role, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios primarily composed of no-load mutual funds, ETFs, individual equities, and cash instruments.

Wealth management
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Todd H

Series 65

Davison, MI

Reliance Asset Management LLC

Todd Hulliberger is a Series 65-licensed financial advisor with Reliance Asset Management LLC and has seven years of industry experience. Prior to joining Reliance Asset Management in 2026, he worked at Gradient Advisors for seven years. He is also involved with Senior Care of Michigan, where he has worked in insurance sales since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with an investment approach centered on discretionary model selection and periodic client account reviews.

Wealth management
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