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Donald Flenniken

Advisor at Clear Creek Financial Management, LLC

Updated today

Location

Swartz Creek, MI 48473

Credentials

CFP®, Series 63

Industry experience

39 years

About

Donald Flenniken is a financial advisor with Clear Creek Financial Management, LLC, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He has worked at Clear Creek Financial Management since 2021 and previously held roles at Harvest Investment Services, LLC and ProEquities, Inc. Since 1977, he has also been an independent insurance agent and is involved as chairman of the board and finance committee at Riverdale Baptist Church. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis with various strategies and provides algorithm-driven research and an industry newsletter.

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

Options & derivatives strategies Charitable giving & philanthropy Tax strategies for small businesses

Occupation focus

Based on Clear Creek Financial Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning & Consulting: $250 to $100,000; Helios Quantitative Research: $3,500 to $4,000 base + $500 per additional financial advisor per month; Pension Consulting: $750 to $12,000 (charged quarterly)

Project-based

Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour

Location

2029 S Elms Rd, Building A, Ste 106

Swartz Creek, MI 48473

Most active in

Michigan

Work history

Clear Creek Financial Management

2021 - Present (5 years)

Harvest investment Services, LLC

2012 - 2021 (9 years)

ProEquities, Inc.

2002 - 2017 (15 years)

Self Employed/Insurance Agent

1977 - Present (49 years)

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 principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

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 12 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management and Research Money Management, LLC. Outside of advising, he owns and manages rental real estate through Equity Pro Shop LLC. Retirement Capital Services LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a written Investment Policy Statement to document goals and risk tolerance. The firm employs a range of investment techniques including discretionary management, options strategies, and allocations to alternative investments.

Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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Jacob L

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Lance A

Series 65

Davison, MI

Reliance Asset Management LLC

Lance Arnold is a financial advisor with Reliance Asset Management LLC, holding a Series 65 credential. He is based in Davison, MI. 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 using no-load mutual funds, ETFs, individual equities, and cash instruments, with periodic account reviews to align client goals and risk tolerances.

Wealth management
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Gage H

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Parker B

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

Parker Barnett is a financial advisor at Wealth For You Financial, LLC with a Series 65 designation and five years of industry experience. He has worked with Wealth For You Financial since 2020 and operates Barnett Financial & Tax, where he is also an independent insurance agent. Outside of financial advising, he owns and manages Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, one-time consulting, and portfolio management. The firm employs customized strategies using model portfolios and third-party sub-advisers, with discretionary authority to manage and rebalance client portfolios based on individual objectives and risk tolerance.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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