Advisor at Clear Creek Financial Management, LLC
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Firm
Clear Creek Financial Management, LLC
Location
Twin Falls, ID 83301
Credentials
Series 63, Series 65
Industry experience
17 years
David Snelson is a financial advisor with Clear Creek Financial Management, LLC in Twin Falls, ID, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Clear Creek since 2017 and previously at Signator Investors, Inc. from 2015 to 2017. Outside of his advisory role, he serves in several nonprofit and community leadership positions, including director and chairman roles with St. Luke’s Magic Valley Health Foundation and involvement with the Rural Economic Development Committee. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, consulting, and algorithm-driven research through its Helios Quantitative Research service, employing a mix of fundamental, technical, and cyclical analysis with a variety of strategies, including discretionary portfolio management and support for other advisers.
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
488 Blue Lakes Blvd N, Ste. 107
Twin Falls, ID 83301
Idaho
Clear Creek Financial Management, LLC
2017 - Present (9 years)
Signator Investors, inc.
2015 - 2017 (2 years)
Magic Valley Livestock Feed
2004 - 2019 (15 years)
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