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Current Employers
Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APP_PEND_IARCE 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2029 S Elms Rd Building A, Ste 106, Swartz Creek, MI 48473 • United States

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed/Insurance Agent Flint MI 07/1977 Present
Proequities, Inc. Flint MI 01/2002 12/2017
Harvest Investment Services, Llc Flint MI 06/2012 02/2021
Clear Creek Financial Management Silverdale WA 02/2021 Present
  • 07/1977 → Present
    Self Employed/Insurance Agent
    Flint, MI
  • 01/2002 → 12/2017
    Proequities, Inc.
    Flint, MI
  • 06/2012 → 02/2021
    Flint, MI
  • 02/2021 → Present
    Clear Creek Financial Management
    Silverdale, WA
Previous Registrations
  • 2012-06-08 → 2021-03-01
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-27
  • S63 Uniform Securities Agent State Law Examination
    1986-02-27
Designations

View on SEC IAPD

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