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Eric Flynn Dugan

Clear Creek Financial Management, LLC

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About Eric Flynn Dugan

Eric Flynn Dugan is a financial advisor with Clear Creek Financial Management, LLC. Eric has been in the industry for over 11 years and specializes in financial planning, pension consulting, and educational seminars. He is also a registered investment advisor in Idaho. Eric holds a Series 6, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination. Previously Eric worked for Northwestern Mutual Investment Services, LLC in Nampa, Idaho.

Firm Information

Eric Dugan is currently registered with Clear Creek Financial Management, LLC. Clear Creek Financial Management, LLC is a financial advisor based in Silverdale, WA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. They have approximately $1.18 billion in regulatory assets under management.
Clear Creek Financial Management, LLC

9361 BAYSHORE DRIVE NW

SILVERDALE, WA 98383

$1.18B

Assets Under Management

15

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Dugan’s Registration & Firm History

ID

08/18/2023 - Present

Clear Creek Financial Management, LLC (Eagle ID)

ID

09/28/2012 - 09/18/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NAMPA ID)

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Licenses & Designations

IA

Issued 06/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Flynn Dugan.
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