DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner49 years in industry

DONALD GORDON FLENNIKEN

Advisor at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

SILVERDALE, WA | Swartz Creek, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3bd1b37-6371-c3f4-906e-4fb8b06df03e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1977earliest registration or exam on IAPD
Years in industry: 49derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 27, 1986
First registration: Apr 13, 2010
Dual registered: no
IAPD individual key: 1443685

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEAR CREEK FINANCIAL MANAGEMENT, LLC	Independent wealth	Jan 1, 2026	n/a	yes	Swartz Creek, MI\|SILVERDALE, WA	Current employment
HARVEST INVESTMENT SERVICES, LLC	Independent wealth	Jun 8, 2012	Mar 1, 2021	no	OAKBROOK TERRACE, IL\|SWARTZ CREEK, MI	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Apr 13, 2010	Dec 31, 2017	no	SWARTZ CREEK, MI\|SWARTZ CREEK, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HARVEST INVESTMENT SERVICES, LLC	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	Mar 1, 2021	Jan 1, 2026	1,767	Firm change after gap	RIA to RIA
CONCOURSE FINANCIAL GROUP ADVISORS	HARVEST INVESTMENT SERVICES, LLC	Dec 31, 2017	Jun 8, 2012	-2,032	Firm change after gap	Other

Relationships

Registered with (3)

→ CLEAR CREEK FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ HARVEST INVESTMENT SERVICES, LLCRegistered adviserregistration: previous registration
Jun 8, 2012 to Mar 1, 2021factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Apr 13, 2010 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3bd1b37-6371-c3f4-906e-4fb8b06df03e
First observed: Apr 13, 2010
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DONALD GORDON FLENNIKEN

Advisor at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

SILVERDALE, WA | Swartz Creek, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3bd1b37-6371-c3f4-906e-4fb8b06df03e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Independent wealth

Jan 1, 2026

n/a

yes

Swartz Creek, MI|SILVERDALE, WA

Current employment

HARVEST INVESTMENT SERVICES, LLC

Independent wealth

Jun 8, 2012

Mar 1, 2021

OAKBROOK TERRACE, IL|SWARTZ CREEK, MI

Previous registration

CONCOURSE FINANCIAL GROUP ADVISORS

Former SEC adviser

Apr 13, 2010

Dec 31, 2017

SWARTZ CREEK, MI|SWARTZ CREEK, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HARVEST INVESTMENT SERVICES, LLC

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Mar 1, 2021

Jan 1, 2026

1,767

Firm change after gap

RIA to RIA

CONCOURSE FINANCIAL GROUP ADVISORS

HARVEST INVESTMENT SERVICES, LLC

Dec 31, 2017

Jun 8, 2012

-2,032

Firm change after gap

Other