Eric
Freehling

Clear Creek Advisors

CRD#5643669
Investment Advisor
in Denver, CO

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About this Advisor

Eric Freehling is a financial advisor based in Denver, Colorado, working with Clear Creek Advisors. Eric has previously held positions at Designs By Paris, World Financial Group, Inc, United Management Services, Transamerica Financial Advisors, Inc, Gold Exchange- Denver, Uber, Clear Creek Advisors, and Paradigm Group. Eric has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Eric is part of Clear Creek Advisors, which operates out of Denver, Colorado. The firm has 8 employees and manages assets totaling $376.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Clear Creek Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7800 E Union Ave #585
Denver, CO 80237

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Clear Creek Advisors Brokerage Details

Total Assets Under Management

$376,275,827

CO Average: $2,349,664,866
Total Number of Employees

8

CO Average: 28
Total Number of Accounts

541

CO Average: 1,101
Average Account Size

$695,519

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Eric Freehling Work History

2017 - Present (7 years)

Clear Creek Advisors

2008 - Present (16 years)

United Management Services

2000 - Present (24 years)

Designs By Paris

2016 - 2018 (2 years)

Uber

2016 - 2017 (1 year)

Paradigm Group

2012 - 2016 (4 years)

Transamerica Financial Advisors, Inc

2012 - 2014 (2 years)

Gold Exchange- Denver

2008 - 2016 (8 years)

World Financial Group, Inc

Disclosures

Please visit the SEC profile of Eric Freehling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clear Creek Advisors

Adam Miculka
Denver, CO
William Brossman
Denver, CO
Robert Klaess
Denver, CO
Erik Krom
Denver, CO
Eric Freehling
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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