Glen Alan Thiessen

Employer firm

Clear Creek Financial Management, LLC CRD 170602

$1.86B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 02/2002 → Present
  Transition Planning, Inc.
  Sammamish, WA
• 11/2020 → 11/2021
  Securities America, Inc.
  Sammamish, WA
• 11/2020 → 11/2021
  Securities America Advisors, Inc.
  Sammamish, WA
• 11/2021 → Present
  Clear Creek Financial Management
  Silverdale, WA

Previous Registrations

• 2020-11-06 → 2021-11-30
  Securities America Advisors, Inc.
  Sammamish, WA
• 2002-02-26 → 2020-11-06
  Kms Financial Services, Inc.
  Sammamish, WA
  Seattle, WA

Other Businesses

INSURANCE SALES POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/20/2002 ADDRESS: 22221 NE 11th Place, Sammamish WA 98074, United States DESCRIPTION: Life insurance and Long Term Care policies are used in the planning process for tax-efficient legacy protection.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-05
• S63 Uniform Securities Agent State Law Examination
  1987-11-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant