Eric
Dugan
Clear Creek Financial Management, LLC
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About this Advisor
Eric Dugan is a financial advisor based in Eagle, Idaho, working with Clear Creek Financial Management, LLC. Eric has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, and Clear Creek Financial Management, LLC. Eric has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho. Currently, Eric is part of Clear Creek Financial Management, LLC, which operates out of Eagle, Idaho. The firm has 24 offices and 35 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Clear Creek Financial Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clear Creek Financial Management, LLC Brokerage Details
$1,182,570,272
35
7,901
$149,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Eric Dugan Work History
Clear Creek Financial Management, LLC
Northwestern Mutual Wealth Managment Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of Eric Dugan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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