Donald Flenniken
Advisor at Clear Creek Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Clear Creek Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Swartz Creek, MI 48473
Credentials
CFP®, Series 63
Industry experience
39 years
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.
Based on Clear Creek Financial Management, LLC
Based on Clear Creek Financial Management, LLC
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)
Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour
2029 S Elms Rd, Building A, Ste 106
Swartz Creek, MI 48473
Michigan
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)
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