Donald Flenniken (CRD# 1443685) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Swartz Creek, MI and has over 38 years of experience in the finance industry. Donald Flenniken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 5616108
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Clear Creek Financial Management | Silverdale, WA | Feb 2021 - Current | 3 |
Columbus Life Insurance Company | Cincinnati, OH | Mar 1986 - Current | 38 |
Self Employed/insurance Agent | Flint, MI | Jul 1977 - Current | 46 |
Harvest Investment Services, LLC | Flint, MI | Jun 2012 - Feb 2021 | 8 |
Proequities, Inc. | Flint, MI | Jan 2002 - Dec 2017 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management901MILLIONS
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Total Number of Accounts4,682ACCOUNTS
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Average Account Value$192,487
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