Skip to content

Dustin Ryan Michaelson

Investment adviser representative at Clear Creek Financial Management, LLC
13 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business

Are you Dustin Ryan Michaelson? 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

13 years in the industry.

  1. Clear Creek Financial Management, LLCMar 2023 to now
  2. Thrivent FinancialJan 2019 to Mar 2023
  3. Thrivent Investment Management IncDec 2018 to Mar 2023
  4. Synergy Business SolutionsOct 2018 to Dec 2018
  5. Wells Fargo - SeveranceAug 2018 to Oct 2018
  6. Wells Fargo Clearing Services, LLCNov 2016 to Aug 2018
  7. Wells Fargo Advisors, LLCJan 2013 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2013

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
6159310
Firm CRD
170602
Advisor's SEC record (opens in a new tab)
CallContact this firm