Advisor at Clear Creek Financial Management, LLC
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Firm
Clear Creek Financial Management, LLC
Location
Coeur D'alene, ID 83814
Credentials
Series 63, Series 65
Industry experience
30 years
Boris Desancic is a financial advisor at Clear Creek Financial Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PCG Wealth Advisors, LLC and Waddell & Reed, Inc. Since 2016, he has served as chairman of the board for Redeeming Soles, a nonprofit organization. Additionally, he provides consulting services to financial advisors and advises a small business focused on wineries. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction with a mix of fundamental, technical, and cyclical analysis.
Based on Clear Creek Financial Management, LLC
Based on Clear Creek Financial Management, LLC
Financial Planning & Consulting: $250 to $100,000; Helios Quantitative Research: $3,500 to $4,000 base + $500 per additional financial advisor per month; Pension Consulting: $750 to $12,000 (charged quarterly)
Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour
212 W Ironwood Dr. #D651
Coeur D'alene, ID 83814
Idaho
Clear Creek Financial Management, LLC
2019 - Present (7 years)
PCG Wealth Advisors, LLC
2019 - 2019 (1 year)
Redeeming Soles
2016 - Present (10 years)
Rental property
2010 - 2019 (9 years)
Various Insurance Carriers For W & R Insurance Agencies
2001 - 2019 (18 years)
Waddell & Reed, Inc.
2001 - 2019 (18 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Coeur D'alene, ID
Momentum Wealth Strategies
Series 63, Series 65
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Salmon Bay Wealth Management, LLC
Series 65
Coeur D'alene, ID
McLachlan Investment Services LLC
Series 65
Couer D'alene, ID
Crone Wealth Management, PLLC
Series 66
Hayden, ID
Pilot Wealth Strategies
Series 65
Post Falls, ID
Concinnus Financial, Inc
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