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Donald F

CFP®, Series 63

Swartz Creek, MI

Clear Creek Financial Management, LLC

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.

Options & derivatives strategies Charitable giving & philanthropy Tax strategies for small businesses Founder/Business Owner Executive
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