Donald Gordon Flenniken

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

• 07/1977 → Present
  Self Employed/Insurance Agent
  Flint, MI
• 01/2002 → 12/2017
  Proequities, Inc.
  Flint, MI
• 06/2012 → 02/2021
  Harvest Investment Services, Llc
  Flint, MI
• 02/2021 → Present
  Clear Creek Financial Management
  Silverdale, WA

Previous Registrations

• 2012-06-08 → 2021-03-01
  Harvest Investment Services, Llc
  Oakbrook Terrace, IL
  Swartz Creek, MI
• 2010-04-13 → 2017-12-31
  Concourse Financial Group Securities, Inc.
  Swartz Creek, MI
  Swartz Creek, MI

Other Businesses

1. DONALD FLENNIKEN FIXED INSURANCE SALES. INDEPENDENT INSURANCE AGENT - FLENNIKEN FINANCIAL GROUP POSITION: INDEPENDENT AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 06/22/1977 ADDRESS: 2029 S. ELMS RD, BLDG A, SUITE 106, SWARTZ CREEK MI 48473 DESCRIPTION: INSURANCE AGENT SINCE 1977 RIVERDALE BAPTIST CHURCH POSITION: BOARD MEMBER NATURE: LOCAL CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 2 START DATE: 02/01/2011 ADDRESS: 5151 CALKINS RD, FLINT MI 48532 DESCRIPTION: NON COMPENSATED MEMBER OF CHURCH BOARD AND FINANCE COMMITTEE FLENNIKEN FINANCIAL GROUP POSITION: OWNER NATURE: ESTATE PLANNING ORGANIZATION OF DOCUMENTS INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 2 START DATE: 09/01/2001 ADDRESS: 2029 S. ELMS ROAD, BLDG A, SUITE 106, SWARTZ CREEK MI 48473 DESCRIPTION: ASSIST CLIENTS IN ORGANIZATION OF ESTATE PLANNING INFORMATION AND ASSIST THEIR ATTORNEYS IN PLANNING. RIVERDALE BAPTIST CHURCH POSITION: BOARD MEMBER NATURE: LOCAL CHURCH INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 2 START DATE: 02/01/2011 ADDRESS: 5151 CALKINS RD, FLINT MI 48532 DESCRIPTION: NON COMPENSATED CHAIRMAN OF CHURCH BOARD AND FINANCE COMMITTEE

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-27

Designations

• Certified Financial Planner