Boris Dragan Desancic
Investment adviser representative at Clear Creek Financial Management, LLC
18 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
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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
18 years in the industry.
- Clear Creek Financial Management, LLCSep 2019 to now
- Redeeming SolesMay 2016 to now
- Pcg Wealth Advisors, LLCMay 2019 to Aug 2019
- Rental PropertySep 2010 to May 2019
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2001 to Apr 2019
- Waddell & Reed, Inc.Jan 2001 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 2642815
- Firm CRD
- 170602