Glen Thiessen
Advisor at Clear Creek Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Clear Creek Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Clear Creek Financial Management, LLC
Location
Silverdale, WA 98383
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
41 years
Glen Thiessen is a CFP® and ChFC® with 41 years of industry experience. He is currently with Clear Creek Financial Management, LLC and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Transition Planning, Inc., and Kms Financial Services, Inc. In addition to his advisory role, he holds a licensed insurance agent position, focusing on life insurance and long-term care policies used in tax-efficient legacy planning. 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, and consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside algorithm-driven research to support individualized portfolio construction and advisory services.
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
9361 Bayshore Drive Nw
Silverdale, WA 98383
Washington
Clear Creek Financial Management
2021 - Present (5 years)
Securities America Advisors, Inc.
2020 - 2021 (1 year)
Securities America, inc.
2020 - 2021 (1 year)
Transition Planning, Inc.
2002 - Present (24 years)
Kms Financial Services, Inc.
2002 - 2020 (18 years)
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Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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