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Donald G. Flenniken
CLEAR CREEK FINANCIAL MANAGEMENT
Swartz Creek, MI 48473
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CRD#: 1443685
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Professional summary
Donald Gordon Flenniken, CFP® is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Swartz Creek, Michigan.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Donald has worked at 7 firms and has passed the Series 63, SIE, Series 62 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. DONALD FLENNIKEN FIXED INSURANCE SALES. INDEPENDENT INSURANCE AGENT - FLENNIKEN FINANCIAL GROUP POSITION: INDEPENDENT AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 06/22/1977 ADDRESS: 2029 S. ELMS RD, BLDG A, SUITE 106, SWARTZ CREEK MI 48473 DESCRIPTION: INSURANCE AGENT SINCE 1977 RIVERDALE BAPTIST CHURCH POSITION: BOARD MEMBER NATURE: LOCAL CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 2 START DATE: 02/01/2011 ADDRESS: 5151 CALKINS RD, FLINT MI 48532 DESCRIPTION: NON COMPENSATED MEMBER OF CHURCH BOARD AND FINANCE COMMITTEE FLENNIKEN FINANCIAL GROUP POSITION: OWNER NATURE: ESTATE PLANNING ORGANIZATION OF DOCUMENTS INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 2 START DATE: 09/01/2001 ADDRESS: 2029 S. ELMS ROAD, BLDG A, SUITE 106, SWARTZ CREEK MI 48473 DESCRIPTION: ASSIST CLIENTS IN ORGANIZATION OF ESTATE PLANNING INFORMATION AND ASSIST THEIR ATTORNEYS IN PLANNING. RIVERDALE BAPTIST CHURCH POSITION: BOARD MEMBER NATURE: LOCAL CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 2 START DATE: 02/01/2011 ADDRESS: 5151 CALKINS RD, FLINT MI 48532 DESCRIPTION: NON COMPENSATED CHAIRMAN OF CHURCH BOARD AND FINANCE COMMITTEE
CRS (Client Relationship Summary) - RIA
Click below to view Donald Gordon Flenniken's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 10, 2021 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: 2029 S Elms Rd Building A, Ste 106, Swartz Creek, MI 48473RIA
CRD#: 170602
Swartz Creek, MI
Past
June 8, 2012 - March 1, 2021
HARVEST INVESTMENT SERVICES, LLC
RIA
CRD#: 159390
SWARTZ CREEK, MI
Past
April 13, 2010 - December 31, 2017
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
SWARTZ CREEK, MI
Past
January 2, 2002 - December 31, 2017
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
SWARTZ CREEK, MI
Past
June 12, 1997 - December 31, 2001
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
November 3, 1992 - May 27, 1997
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CINCINNATI, OH
Past
December 1, 1986 - November 13, 1992
MARINER FINANCIAL SERVICES, INC.
BD
CRD#: 8292
LARGO, FL
Past
May 16, 1986 - December 3, 1986
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(2/10/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/13/2005
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Current Firm
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9361 Bayshore Drive Nw, Silverdale, WA 98383
Mailing Address
Phone number
(360) 308-8239
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,596 |
| AUM (Assets Under Management) | $ 1,474,429,922 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
CRD#: 170602Swartz Creek, MI 48473TRUST BUT VERIFY
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