Donald Flenniken, financial advisor Swartz Creek MI

Donald Flenniken

CRD Number: 1443685
Current Firm: Clear Creek Financial Management, LLC

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.

Similar Advisors
Kenneth Duetsch, financial advisor Swartz Creek MI
Kenneth R. Duetsch
CRD# 2117710
Grand Capital Advisors, LLC
Similar Advisors
Stephen Schiestel, financial advisor Swartz Creek MI
Stephen M. Schiestel
CRD# 7076674
Grand Capital Advisors, LLC
Similar Advisors
Gregory Adamczyk, financial advisor Swartz Creek MI
Gregory M. Adamczyk
CRD# 5616108
J.p. Morgan Securities LLC
Professional Designations
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
Disclosure Information

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
Contact Info for Donald G. Flenniken
Phone Number: (360) 308-8239
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    901
    MILLIONS
  • Total Number of Accounts
    4,682
    ACCOUNTS
  • Average Account Value
    $192,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, FL, IA, ID, IL, KS, LA, MI, MN, MS, MT, NC, NE, NH, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Donald Flenniken and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.