Skip to content

Donald Gordon Flenniken

Investment adviser representative at Clear Creek Financial Management, LLC
49 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets

Are you Donald Gordon Flenniken? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

49 years in the industry.

  1. Clear Creek Financial Management, LLCFeb 2021 to now
  2. Self Employed/insurance AgentJul 1977 to now
  3. Harvest Investment Services, LLCJun 2012 to Feb 2021
  4. Proequities, Inc.Jan 2002 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1986

State registrations

Registered as an investment adviser representative in 1 state (MI).

Clear Creek Financial Management, LLC

$1.9BAssets managed
4,003Clients
43Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1443685
Firm CRD
170602
Advisor's SEC record (opens in a new tab)
CallContact this firm