Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Flenniken is a financial advisor with over 30 years of experience in the financial services industry. Donald is registered in Michigan and Washington. Donald works with Clear Creek Financial Management, LLC, a firm with over 7900 accounts and approximately $1.2 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals. Donald has a strong background in insurance and estate planning and also works with Harvest Investment Services, LLC as an advisor rep.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
02/10/2021 - Present
Clear Creek Financial Management, LLC (SILVERDALE WA)
MI
01/02/2002 - 12/31/2017
PROEQUITIES, INC. (SWARTZ CREEK MI)
OH
06/12/1997 - 12/31/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
11/03/1992 - 05/27/1997
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
FL
12/01/1986 - 11/13/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
05/16/1986 - 12/03/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BC
Issued 02/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Donald Flenniken is the right advisor for you? Invested Better is here to help.
